Junior Financial Planning Advisor
2 weeks ago
Job Title: Financial Planning Consultant
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Location: Remote - Work from Home or Anywhere with Internet Access
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Opportunity Highlights:
Remote Work: Enjoy the flexibility of working from home or any location with internet connectivity.
Flexible Hours: Create your own schedule. Your dedication directly impacts your success.
No Experience Necessary: Comprehensive training and mentorship provided. Experience in customer service, management, retail, or hospitality is advantageous.
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About Us:
Jones Financial Strategies is committed to enhancing financial literacy and assisting clients in reaching their financial aspirations. We adopt an educational approach to financial planning, focusing on retirement, education funding, investments, and insurance. Our mission is to empower individuals, families, and business owners with contemporary financial education, boosting their confidence in their financial futures.
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Key Responsibilities:
- Educate clients on financial planning, addressing short, medium, and long-term objectives.
- Create tailored financial strategies, including retirement planning, education savings, investments, and insurance.
- Collaborate with leading industry partners.
- Cultivate and sustain strong client relationships through ongoing support and follow-up.
- Stay updated on financial industry trends and best practices.
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Ideal Candidate Qualities:
- Values autonomy and flexibility.
- Thrives in both independent and collaborative settings.
- Ambitious, driven, and entrepreneurial in spirit.
- A self-starter with a strong commitment to follow-through.
- Interested in personal finance, even with minimal experience.
- Background in athletics, clubs, sales, or education is a plus.
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Requirements:
- Minimum age of 18 years.
- Ability to pass a background check.
- Capable of completing licensing requirements within a specified timeframe.
- Ethical, intentional, accountable, confident, and motivated.
- Eager to learn business and financial principles.
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Compensation:
- Commission Income: Unlimited earning potential based on client interactions.
- Residual Income: Earnings from previous engagements, paid annually.
- Passive Income: Earnings from your client base.
- Bonuses: Additional incentives, including opportunities for travel and more.
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Environment:
Join a positive and supportive team culture dedicated to learning and assisting clients with their financial objectives. We offer extensive training in financial concepts, leadership skills, business acumen, marketing, branding, communication, and more. Enjoy flexible working hours that can adapt to your existing commitments, whether part-time or full-time. This is a performance-based, commission-only role.
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Embark on your journey with Jones Financial Strategies and assist clients in realizing their financial aspirations while investing in your own future. We look forward to connecting with you.
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