Financial Wealth Management

2 months ago

San Bernardino County, United States Ironclad Wealth Partners Full time

About Us:
We are dedicated to helping individuals families and businesses achieve financial security through education and tailored strategies. Our mission includes building wealth creating a movement of financial professionals and turning that wealth into positive impact. We are committed to mentoring future leaders in the financial industry and delivering a high standard of service.

Job Overview:
We are seeking motivated individuals to join our team as Financial Professionals. In this role you will work with clients to provide education strategies and solutions for their financial goals. No prior financial experience is required as comprehensive training is provided. This opportunity is ideal for individuals with backgrounds in customer service education or public service who are passionate about helping others and eager to learn.

Responsibilities:

  • Provide financial education and personalized strategies to help clients achieve their goals.

  • Assist clients with planning for retirement savings estate planning and insurance protection.

  • Manage client relationships professionally ensuring clear communication and timely service.

  • Utilize available tools and resources to optimize the client experience.

  • Maintain compliance with all regulatory guidelines during interactions and transactions.

Qualifications:

  • Strong desire to make a positive impact in the community.

  • Previous experience in customer service education or management is a plus.

  • Ability to pass a background check and state licensing exam.

  • Must be 18 years or older and a U.S. citizen.

  • Access to a computer with a camera.

What We Offer:

  • Study materials and support to pass your state licensing exam.

  • Flexible remote work options.

  • Personalized scheduling that fits your lifestyle.

  • Ongoing training and coaching from industry experts.

  • Proven systems and resources to support your success.

Skills:

  • Active listening and problemsolving.

  • Strong relationshipbuilding and communication abilities.

  • Business acumen and client focus.

Work Schedule:

  • Flexible hours: minimum of 8 hours per week with no maximum.

Compensation:

  • Performancebased earnings with opportunities for advancement.



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