Entry-Level Financial Planner
$2,500 - $20,000 per unitInfinite Capital Enterprise- Mathew Figueroa Team
We are rapidly expanding and offer an exciting opportunity to work from home as an Entry-Level Financial Consultant, available both part-time and full-time. Given the current high demand for financial services, this is an excellent time to join our team. Our firm takes an educational approach to financial planning, aiming to share our expertise with individuals from all backgrounds. By partnering with top Fortune 500 companies, we provide complimentary financial plans to those in need. According to the U.S. Department of Labor, financial professionals are currently ranked as the #1 growing career. We are seeking hard-working individuals with strong communication and customer service skills who are passionate about helping others. No prior experience is required for this role. Through our comprehensive training program, you will learn how to engage with individuals, families, or business owners, discuss their financial goals, and help them develop a strategic plan to achieve their short-term and long-term objectives. Our services include retirement planning, wealth accumulation, college planning, investments, and insurance. Whether you’re looking to start or transition into a new career full-time, or seeking part-time work with flexible hours during these challenging times, we offer the training and support to help you succeed. Income Model: 100% Performance based Commission income with no ceiling- ranging $2,500- $20,000 per client or more Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Responsibilities: Study, Learn, and execute with on-the-job training Shadow client meetings, plan designs, and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies Qualifications: Preferred Qualities We are looking for individuals who have the following qualities and mindset: Honesty and integrity are characteristics you live by You value and believe in our mission and cause You are constantly looking for personal growth You are a leader or want to learn to lead You are a self-starter and goal-oriented • Minimum 18 years of age • Legal U.S. Resident, Citizen, or Work Permit with SSN • A soft background check is required • Able to complete licensing requirements within 30 days Compensation: $125,000 per year #J-18808-Ljbffr
$116k
A financial services firm in New York is seeking an enthusiastic entry-level financial advisor. The role offers opportunities for growth and focuses on helping clients reach their financial goals through various planning services. Candidates should be dedicated to excellent...Entry level$116k
New York Life Insurance - New York City is seeking an eager entry-level financial advisor driven to help clients achieve their financial goals. Responsibilities include developing tailored financial plans, identifying new clients, and making strategic investment recommendations...Entry level- Citibank (Switzerland) AG is seeking a Personal Banker in New York. This full-time position involves assisting in sales and customer relationship management, with a focus on building loyalty and increasing sales for individual clients. The ideal candidate will have up ...Entry levelFull time
- ...Citi is seeking an entry level Personal Banker for the Syosset Branch in New York. The role focuses on building customer relationships, supporting sales activities, and delivering exceptional client service. Ideal candidates will have 0-2 years of relevant experience,...Entry level
$116k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...Entry levelStart working today- ...Citigroup Inc. is seeking a Personal Banker for its New York office. This entry-level position focuses on building customer relationships and increasing sales to individual clients. Responsibilities include executing sales strategies, managing business credit requests...Entry levelWork at office
- ...Citi is looking for an entry-level Personal Banker SAFE Act to join the Citrus Heights Branch team. This role involves assisting in sales and customer service activities to foster client relations and enhance sales with consumer clients. Key responsibilities include building...Entry level
- ...Citigroup Inc. is looking for an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering customer relations to build loyalty and increase sales. The ideal candidate will work with business credit requests, build referral...Entry level
- A financial services company in the United States seeks hardworking individuals for entry-level financial professional roles. No prior experience is needed as comprehensive training will be provided. Candidates will assist clients with their financial goals and help develop...Entry levelPart timeFlexible hours
- A leading financial services provider in the United States is seeking an entry-level financial professional ready to engage with clients and help them achieve their financial goals. No prior experience is required as comprehensive training will be provided. Ideal candidates...Entry levelFlexible hours
- ...Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial...Entry levelStart working todayWork at office
$250k
...impact. Job Overview The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales... ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards...Entry level$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards...Entry levelFull time$61.28k - $85.52k
Citigroup Inc. is hiring for the Personal Banker SAFE Act position in New York. This entry-level role focuses on assisting sales and service activities to enhance customer loyalty for individual clients. Candidates should possess strong communication skills, experience...Entry level$61.28k - $85.52k
...looking for a Personal Banker SAFE Act for the Manhattan Area to assist in execution of sales and customer service activities. This entry-level role focuses on fostering customer relationships, increasing sales to individual clients, and providing excellent service through...Entry level- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Brooklyn, NY, responsible for executing sales and service activities, fostering customer relationships, and increasing sales to individual clients. The role requires 0-2 years of relevant experience, banking...Entry level
- Citi is hiring a Personal Banker SAFE Act for the Las Vegas area. This entry-level role focuses on executing sales activities and fostering customer relationships. Candidates with 0-2 years of relevant experience, preferably in banking or retail, will thrive in this position...Entry level
$61.28k - $85.52k
Citi is seeking a Personal Banker SAFE Act for their San Ramon Branch in New York. This entry-level position helps execute sales and service activities, promoting strong client relationships and loyalty. The ideal candidate will assist in business credit requests, work...Entry level- Citi is hiring a Personal Banker SAFE Act at the Manhattan Plaza Branch in New York City. This entry-level role collaborates with the customer service team to help execute sales, products and services, fostering relationships to build loyalty and drive consumer growth....Entry level
- Citi is seeking a Personal Banker SAFE Act for their Orinda Branch. This entry-level position focuses on assisting customer service activities, building client relationships, and increasing sales. Responsibilities include recognizing lending opportunities and providing...Entry level
$61.28k - $85.52k
Citi is looking for a Personal Banker SAFE Act at their San Rafael Branch. This entry-level role involves assisting in sales and service activities to build customer relationships and loyalty. Responsibilities include working with business credit requests, building referral...Entry level- Citi is seeking an entry-level Personal Banker for the Vienna Branch in Virginia. In this role, you will assist in executing sales and service activities, focusing on building client relationships and increasing sales among individual consumers. The ideal candidate will...Entry level
$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker for its New York location. This role involves assisting customers with financial services and products, fostering relationships to enhance loyalty, and contributing to sales growth. Ideal candidates should have effective...Entry level- Citibank is hiring a Personal Banker SAFE Act in New York to support the customer service team and drive sales for consumer clients. You will assist in processing loan requests under $250K, cross-sell treasury products, and deepen customer relationships while delivering...Entry level
$58.19k - $81.21k
Citi is seeking an entry-level Personal Banker at their Farragut West Branch in New York City. This role involves assisting in sales and service activities, fostering customer relationships, and helping to increase sales to individual consumer clients. The ideal candidate...Entry level- Citi is seeking a Personal Banker SAFE Act for its branch in New York, NY. This entry-level position focuses on assisting with sales and building customer relationships. Responsibilities include handling small business credit requests, delivering client services, and complying...Entry level
- Citi in New York is seeking a Personal Banker SAFE Act to join their team in an entry-level position. This role focuses on building customer loyalty and increasing sales through customer service initiatives. The successful candidate should have a Bachelor's degree or equivalent...Entry level
- Citi is seeking an entry-level Personal Banker SAFE Act in New York. The role involves assisting in sales and service activities to foster customer relationships. Main responsibilities include handling business credit requests, providing outstanding client services, and...Entry level
- Citibank (Switzerland) AG is seeking a Personal Banker SAFE Act to join their Brooklyn team. This entry-level position is responsible for assisting in sales and service activities, fostering customer relationships, and increasing sales efforts. The ideal candidate should...Entry levelFull time
$58.19k - $81.21k
Citi is seeking a Personal Banker for the Reston Branch in New York. This entry-level position focuses on building customer relationships and supporting sales, products, and service activities. The role includes delivering exceptional client service, referring larger lending...Entry level
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