Financial Planning Consultant
Job Description
-REMOTE Opportunity - Work from Home or Anywhere with Wi-Fi
- FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out
**- NO EXPERIENCE REQUIRED - full training and mentorship provided (Preferred Experience/Qualities include customer service, management, retail, restaurant, etc.)*
As a Financial Planning Consultant, you will have the fulfilling opportunity to spread financial literacy to all walks of life. We strive to take an educative approach while helping our clients plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, investments, insurances, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures, by equipping them with modern-day financial education.
THE IDEAL CANDIDATE:
- Values Freedom and Flexibility
- Excels at Working Independently and in a Team Environment
- Ambitious and Motivated
- Entrepreneurial-Minded
- Self-Starter and Good at Follow-Through
- Has a personal interest in Personal Finance (even with little to no experience)
- Sports/Club/Team Background, Sales, and Teaching Experience is always a plus
Our branch office is based in Dallas, TX and we are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educative approach we provide to our clients. So they are able to make better financial decisions for their family.
ARE YOU:
-Ethical, intentional, accountable, confident and driven to invest in your future?
-Teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ?
-Open and have desire to become licensed to help individuals, families, and businesses with practical and tactical, resilient strategies?
MULTIPLE METHODS OF COMPENSATION in Financial Services unlike traditional 9-5 jobs:
-Commission income with no ceiling (one client may be $2,500 in compensation and another may be $20,000)
-Residual income (paid from work done last year, every year)
-Passive income (income from clientele group)
-Bonuses, paid world travel, and more
BASE QUALIFICATIONS:
-Minimum 18 years of age
-Legal U.S. Resident, Citizen or Work Permit with SSN
-Able to pass a Background Screening
-Able to complete licensing requirements within 60 days
-Accountable with high level of integrity (critical in this regulated and customer-based industry)
ENVIRONMENT:
Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short-, mid-, and long-term financial goals. Outside of teaching our consultants necessary financial concepts, we also train on leadership skills, business skills, marketing, social media/branding, communication, and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time. Production Based, Commission-Only Position (1099). NO prior certification, experience, or education necessary.
Skill Ideas:
Leadership, customer service, interpersonal skills, team work, good communication skills, entrepreneurship, motivated, ambitious, etc.
Company Description
We are dedicated to helping families reach their short-, mid-, and long-term financial goals whether that be college planning, retirement, life insurance, or even mortgage protection, etc. We also specialize in business planning and helping businesses save on taxes! Our goal is to disrupt the financial services industry by breaking down barriers through financial education and literacy, and thus empowering families and individuals to become financially independent! We are a non-captive broker which means we can partner with over 160 A rated insurance companies to get the best options possible for our clients!
We are dedicated to helping families reach their short-, mid-, and long-term financial goals whether that be college planning, retirement, life insurance, or even mortgage protection, etc. We also specialize in business planning and helping businesses save on taxes! Our goal is to disrupt the financial services industry by breaking down barriers through financial education and literacy, and thus empowering families and individuals to become financially independent! We are a non-captive broker which means we can partner with over 160 A rated insurance companies to get the best options possible for our clients!