Financial Services Consultant

We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with us on a limited part time basis while also having potential immediate leadership advancement.

We utilize every aspect of the financial industry:
Wealth Management
Retirement Planning
Tax Deductions
College Funding
Wealth Preservation (Insurance)
Business Planning
Corporate Group Plans
And more...

Qualities were looking for:
Integrity, ethical and a strong sense of morality.
Passion for making a difference and helping people.
Self-motivated, accountable, and a team player.
Ability to receive coaching and feedback.
Strong interpersonal skills
Enjoys working in a fast-paced, highly productive, value-driven environment

!!! Requirements - (PLEASE READ) !!!
Must be over the age of 18
Some college; BS/BA preferred
Drivers License
Background check required - No criminal history whatsoever
Willing to obtain a state license if you do not have one yet.
2-3 years of customer service/client interaction recommended (not required)

Schedule:
You create your own beside weekly trainings.

Whats provided:
A Competitive training program to help you get started
Mentorship and professional development training throughout your entire career
A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
The opportunity to pursue leadership and specialized roles
Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
Solely Performance-Based (income tax benefits)

Our financial consultants are paid in various different ways depending on licenses obtained

(Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses)

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