Financial Services
4 weeks ago
A financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement planning.
Benefits:
1. Fully Remote
2. No cap on income
3. Part Time & Full Time positions
4. Income typically ranges $25,000 part time and $120,000 full time year 1
3. 100% 1099 - commission based
4. Professional License
5. Bonus opportunities
6. Stock and Ownership potential
7. Mentorship and hands on training
8. Professional Growth Opportunities
9. Welcoming and Positive Team Environment
Responsibilities include:
1. Obtain and maintain professional license and continuing education and professional growth
2. Learn and utilize financial tools provided
3. Educate clients and provide financial literacy
4. Consult with clients and prospective clients to access financial goals providing quotes and product recommendations
5. Develop and maintain a client base
6. Seek new prospects via referrals
7. Assist with product submission
Preferred Skills/Qualities:
1. Minimum HS Diploma
2. Energetic and positive demeanor
3. Entrepreneur, marketing and creativity mindset
4. Coachable, hungry and humble, mental toughness
5. Responsible, dependable and punctual
6. Present a professional image
7. Ethical and integrity and trust
8. Interpersonal communication
9. Be able to persevere
10. Analytical reasoning
Powered by JazzHR
mPU57f6weE
-
Financial Services Consultant
1 week ago
Charleston, West Virginia, United States First Command Financial Services, Inc Full timeUnlock Your Potential as a Financial AdvisorAre you passionate about helping military families achieve financial stability and security? First Command Financial Services, Inc. is seeking experienced professionals with a drive to succeed and a commitment to excellence to join our team of Financial Advisors.We Offer:A comprehensive onboarding and training...
-
Veteran Financial Advisor
4 days ago
Charleston, West Virginia, United States First Command Financial Services, Inc Full timeJob Summary:First Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Services Professional to join our team as a Financial Advisor. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key...
-
Military Financial Planning Specialist
4 days ago
Charleston, West Virginia, United States First Command Financial Services, Inc Full timeJob Summary:First Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Services Professional to join our team as a Financial Advisor. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key...
-
Financial Advisor
3 months ago
North Charleston, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...
-
Financial Operations Specialist
2 weeks ago
Charleston, West Virginia, United States Milestone Financial Solutions Full timeCompany OverviewMilestone Financial Solutions is a well-established financial advisory firm dedicated to assisting clients in achieving their financial aspirations. With over five decades of experience, we specialize in guiding individuals through significant financial decisions, including home purchases, business investments, educational funding, and...
-
Financial Operations Specialist
2 weeks ago
Charleston, West Virginia, United States Milestone Financial Solutions Full timeCompany OverviewMilestone Financial Solutions is a prominent financial advisory firm located in Chesterfield County, VA. With a legacy spanning over five decades, we have empowered countless clients to navigate their financial journeys, whether it involves purchasing a home, investing in a business, funding education, or planning for retirement and...
-
Financial Operations Specialist
2 weeks ago
Charleston, West Virginia, United States Milestone Financial Solutions Full timeCompany OverviewMilestone Financial Solutions is a reputable financial advisory firm located in Chesterfield County, VA. With a legacy spanning over five decades, we have been dedicated to assisting numerous clients in successfully navigating their financial journeys, whether it involves purchasing a home, establishing a business, funding education, or...
-
Financial Services Specialist
2 days ago
Charleston, West Virginia, United States Bankers Life Full timeAbout the RoleBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals, oversee your own business, and enjoy critical thinking and career development.Key ResponsibilitiesBuild and maintain...
-
Financial Services Consultant
7 days ago
Charleston, West Virginia, United States Equitable Advisors Full timePosition Overview:Equitable Advisors is a prominent entity in the financial services and insurance sector, established in 1859, dedicated to assisting individuals in crafting secure and prosperous futures through our reliable services and innovative offerings. We are currently looking to recruit a new Financial Professional within our Retirement Benefits...
-
Financial Services Consultant
7 days ago
Charleston, West Virginia, United States Equitable Advisors Full timePosition Overview:Equitable Advisors is a prominent player in the financial services sector, established in 1859, dedicated to assisting individuals in achieving their financial aspirations through stability and innovative solutions. We are currently looking for a new member to join our Retirement Benefits Group (RBG) as a Financial Professional.Role...
-
Financial Services Consultant
7 days ago
Charleston, West Virginia, United States Equitable Advisors Full timePosition Overview:Equitable Advisors is a prominent firm in the financial services sector, dedicated to assisting individuals in crafting secure and prosperous futures. We are currently looking for a new Financial Professional within our Retirement Benefits Group (RBG). This entry-level role offers an excellent opportunity for personal and professional...
-
Financial Services Consultant
7 days ago
Charleston, West Virginia, United States Equitable Advisors Full timePosition Overview:Equitable Advisors is a prominent player in the financial services and insurance sector, dedicated to assisting individuals in creating prosperous futures through our stability and innovative offerings. We are currently looking for a new Financial Professional to join our Retirement Benefits Group (RBG). This entry-level role presents an...
-
Financial Services Consultant
2 weeks ago
Charleston, West Virginia, United States Independent Contractor Full timeDynamic finance organization seeking individuals with integrity and a passion for service. Our team collaborates with publicly-traded, Fortune 500, and Fortune 1000 enterprises to deliver a comprehensive range of services tailored to meet diverse client requirements. Achievements are rewarded with competitive remuneration. All roles are entirely remote and...
-
Financial Services Consultant
2 weeks ago
Charleston, West Virginia, United States Independent Contractor Full timeJoin a dynamic and expanding finance organization seeking individuals with integrity and a commitment to client service. This organization collaborates with publicly traded, Fortune 500, and Fortune 1000 firms to deliver a comprehensive range of services tailored to meet diverse client requirements. Achievements are rewarded with competitive remuneration....
-
Financial Services Consultant
2 weeks ago
Charleston, West Virginia, United States Independent Contractor Full timeJoin a dynamic and expanding finance organization that values integrity and a commitment to service. This team collaborates with publicly-traded companies, including Fortune 500 and Fortune 1000 entities, to deliver a comprehensive suite of services tailored to meet diverse client requirements. Our success is reflected in competitive remuneration. All roles...
-
Financial Services Consultant
2 weeks ago
Charleston, West Virginia, United States Independent Contractor Full timeDynamic finance organization seeking individuals with integrity and a passion for service. This organization collaborates with publicly traded, Fortune 500, and Fortune 1000 firms to deliver a comprehensive range of services tailored to meet diverse client requirements. Success is rewarded with competitive remuneration. All roles are entirely remote and...
-
Student Financial Services Assistant
1 day ago
Charleston, West Virginia, United States Charleston Southern University Full timeJob Summary:We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Aid Office Assistant at Charleston Southern University. As a key member of our department, you will play a critical role in supporting the financial aid process and ensuring the success of our students.Key Responsibilities:Assist with the...
-
Financial Services Relationship Manager
2 weeks ago
Charleston, West Virginia, United States gpac Full timePosition Overview:gpac, a reputable recruitment firm with three decades of experience, is collaborating with a distinguished entity in the banking sector. We are on the lookout for a Commercial Lender to spearhead initiatives in the Charleston, WV region.This role presents a remarkable opportunity for individuals aiming to elevate their careers while making...
-
Financial Services Acquisition Analyst
6 days ago
Charleston, South Carolina, United States Atlas Technologies Inc Full timeJob OverviewAre you seeking a role where your contributions are valued and your insights help shape daily operations? Join a company that fosters collaboration and prioritizes ongoing education and process enhancement.Atlas Technologies Inc., a veteran-owned IT firm dedicated to supporting various Department of Defense clients, is in search of a Financial...
-
Financial Services Professional
2 months ago
Charleston, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Charleston, WV, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....