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- ...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
$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$70k
...A financial services firm is looking for an entry-level financial advisor to assist clients in achieving their financial goals. The ideal candidate should possess excellent communication and math skills, a Bachelor's degree in finance or a related field, and a basic understanding...Entry level$80k - $110k
...KT Legacy Leadership Development is looking for motivated Entry-Level Financial Professionals for a fully remote position in the United States. Responsibilities include partnering with clients, delivering financial services, and educating them on essential principles....Entry levelRemote work$61.28k - $85.52k
Citi is seeking a Personal Banker in Flushing, New York. This entry-level position is responsible for assisting in the execution of sales and service activities to build customer relationships and loyalty. Responsibilities include handling credit requests, growing business...Entry level- ...Traction Forge Financial is offering an entry-level financial professional training program that prepares participants to meet clients and discuss financial goals. You will learn to devise personalized plans using solutions like retirement planning and investments. Ideal...Entry levelTraineeship
- ...Traction Forge Financial is hiring an Entry-Level Financial Wellness Planner for a remote position. This role is ideal for motivated individuals looking to build a rewarding financial services career with a flexible schedule. You will help clients create financial plans...Entry levelRemote workFlexible hours
$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$116k
...Job Description Job 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...Entry levelStart working todayWork at office$61.28k - $85.52k
...Citibank (Switzerland) AG is looking for a Personal Banker in New York, NY. This entry-level position focuses on assisting with sales and service activities while fostering strong relationships with customers. Ideal candidates will possess up to 2 years of relevant experience...Entry level- ...A financial services firm is seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans... ...in starting a long-term career in financial services, this entry-level role involves helping clients achieve financial goals. Applicants...Entry levelFlexible hours
$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$61.28k - $85.52k
Citigroup Inc. is seeking a Personal Banker for their Maspeth, New York location. This entry-level position plays a key role in assisting with sales and customer service activities, aiming to build strong relationships with individual consumer clients. The ideal candidate...Entry level- Citi is looking for a Personal Banker SAFE Act at the Fremont Branch. This entry-level position focuses on fostering customer relationships and executing sales activities. Responsibilities include assisting in business credit requests and delivering exceptional client services...Entry level
- Citigroup Inc. is seeking a Personal Banker SAFE Act in New York, NY. This entry-level position involves assisting with sales and service activities, fostering customer relationships to enhance loyalty and sales. Candidates should possess a Bachelor's degree and have some...Entry level
- Citi is looking for a Personal Banker SAFE ACT for their Glenview Branch. This entry-level position is responsible for executing sales and service activities, developing client relationships, and assisting the customer service team. Qualifications include a Bachelor's degree...Entry level
$250k
...job requisition id: 26967069The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of... ...available to uncover opportunities, and present product offers/financial solutions* Understand and comply with Citibank policies, standards...Entry levelFull time$61.28k - $85.52k
Citi is looking for an entry-level Personal Banker SAFE Act in New York. This position is responsible for assisting in sales and customer service activities to build relationships and increase client loyalty. Responsibilities include working with business credit requests...Entry level$61.28k - $85.52k
Citigroup Inc. is seeking an entry level Personal Banker SAFE Act in New York City. This position focuses on assisting in the execution of sales and service activities alongside the customer service team. Responsibilities include managing business credit requests, building...Entry level$61.28k - $85.52k
...seeking a Personal Banker in New York, NY to assist in sales and service activities, focusing on building customer loyalty. This entry-level position entails working with business credit opportunities, providing excellent client service, and promoting small-business products...Entry level$61.28k - $85.52k
Citi is hiring for a Personal Banker in the Bronx area. This entry-level position involves assisting in sales activities and building customer relationships. The ideal candidate should possess strong communication skills and some experience in banking or retail. The role...Entry level- Citigroup Inc. is seeking a Personal Banker SAFE Act in New York, NY. This entry-level position focuses on assisting sales and service activities while building customer loyalty. Responsibilities include working with credit requests, delivering client services, and coaching...Entry level
- Citigroup Inc. is looking for an entry-level Personal Banker SAFE Act in New York. In this role, you'll assist with sales, services, and customer relationship management to foster loyalty among clients. Responsibilities include handling business credit requests and delivering...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
$61.28k - $85.52k
Citi is seeking an entry-level Personal Banker SAFE Act position in New York, NY. The role focuses on executing sales activities and fostering customer relations to enhance loyalty and improve sales to individual clients. The ideal candidate should have 0-2 years of relevant...Entry level$61.28k - $85.52k
Citi in New York is seeking an Entry Level Personal Banker SAFE Act to assist in executing sales and service activities. This role is vital for building customer loyalty and increasing sales among individual consumer clients. You will work collaboratively with the customer...Entry level$61.28k - $85.52k
Citi is seeking a Personal Banker SAFE Act at the Clinton Avenue Branch in New York. This entry-level position focuses on assisting in sales and service activities to foster customer relationships and boost sales. The successful candidate will need to demonstrate strong...Entry level$61.28k - $85.52k
Citibank (Switzerland) AG is hiring a Personal Banker SAFE Act for their Queens Village Branch. This is an entry-level position focused on assisting sales and service activities to enhance customer relationships and boost loyalty. Ideal candidates will have a Bachelor's...Entry level$61.28k - $85.52k
Citi is seeking a Personal Banker in New York City. This entry-level role involves strengthening customer relations, contributing to sales activities, and assisting with business credit requests. Candidates should possess a Bachelor’s degree or equivalent experience and...Entry level
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