Junior Financial Services Consultant

1 week ago


White Plains, New York, United States JD Wealth Wise Solutions Inc. Full time
Position Overview

We are excited to announce an opportunity for a Junior Financial Services Consultant at JD Wealth Wise Solutions Inc. This role offers the flexibility to work remotely, catering to both part-time and full-time candidates. The demand for financial services professionals is surging, making this an ideal time to enter the field.

At our firm, we prioritize an educational approach to financial management, extending our expertise to individuals from diverse backgrounds. By collaborating with top-tier Fortune 500 companies, we are able to offer complimentary financial planning services to those in need. According to the U.S. Department of Labor, financial professionals are among the fastest-growing careers today.

No prior experience is necessary for this role. We seek motivated individuals with strong communication and customer service skills, a passion for helping others, and a willingness to engage in a comprehensive training program. This position has the potential to evolve into management and leadership roles.

Through our extensive training program, you will learn to engage with clients—individuals, families, or business owners—discuss their financial aspirations, and assist in crafting a strategic plan to achieve their short-term and long-term financial objectives using our diverse range of financial solutions, including retirement planning, wealth accumulation, college funding, investments, and insurance.

What We Offer:

  1. Flexible working hours
  2. Opportunities for both part-time and full-time employment
  3. A dynamic and engaging work environment
  4. Unlimited potential for career advancement
  5. Remote work options

Key Responsibilities:

  1. Engage in on-the-job training and shadow client meetings, plan designs, and presentations
  2. Evaluate client financial situations to identify needs and risk tolerance
  3. Explore available options for clients
  4. Advise on services that align with client needs
  5. Contribute to marketing and business expansion initiatives

Qualifications:

  1. Must be at least 18 years old
  2. Legal U.S. resident, citizen, or work permit holder with a valid SSN
  3. Soft background check required
  4. Able to fulfill licensing requirements within 30 days

Preferred Attributes:

  1. We are looking for candidates who embody the following qualities:
  2. Integrity and honesty are core values for you. You resonate with our mission and vision. You are committed to personal development and aspire to lead.
  3. You are self-motivated and goal-oriented, capable of working independently while also thriving in a team environment.

Compensation Potential:

  1. Part-time earnings typically range from $2,000 to $5,000 monthly.
  2. Full-time earnings can exceed $6,000 monthly.
  3. Uncapped earning potential with a vast consumer base.

Please note that applications are only accepted from individuals residing in the U.S. and those not seeking a work visa.



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