We are looking to expand our team of financial advisors in a fully remote environment! This position is available as part-time or full-time. Through our in-depth training program, you will learn how to diagnose the needs of an individual or family, discuss their financial goals and dreams, and help create a road map to achieve their short-term and long-term objectives through our financial solutions.

Services Provided

Our services include, but are not limited to:

Getting out of debt
Budgeting
Retirement Planning
Wealth Accumulation
College Planning
Investments
Rollovers
Annuities
Roth IRA
Insurance

Schedule

You create your own schedule, with the exception of ongoing weekly training:

Tuesday: 8 pm EST / 5 pm PST
Saturday: 12 pm EST / 9 am PST

Important Note: You do not have to quit your current job to join us. Whether you are exploring a new path or pursuing part-time income, this opportunity is structured to meet you where you are.

Responsibilities

Engage with clients to understand their financial aspirations and craft personalized strategies.
Participate actively in our comprehensive training program.
Shadow experienced advisors during client meetings.
Analyze client financial data to identify opportunities for growth and risk management.
Present tailored financial solutions that align with clients' unique needs.
Stay informed about industry trends and regulatory requirements.
Complete and maintain necessary licensing requirements.

Qualifications

Experience in customer service or client interaction (2-3 years recommended).
Proven track record of self-motivation and accountability.
Strong interpersonal and communication skills.
Commitment to ethical standards and integrity.
Must be over the age of 18.
Valid Driver's License.
Background check required.
Willing to obtain a state license (Life, Accident, and Health) if not already held.

Qualities We Are Looking For

Business-minded ambition.
Integrity and a strong sense of morality.
Passion for making a difference and helping people.
Ability to receive coaching and feedback.
Enjoys working in a fast-paced, highly productive, value-driven environment.

Compensation

$85,000 per year.

Financial Advisor

Job summary

Work model