Financial Wealth Strategist

3 weeks ago


Modesto, California, United States Ironclad Wealth Partners Full time
About Us

We are a dedicated team at Ironclad Wealth Partners, committed to empowering individuals, families, and businesses to achieve financial security through education and tailored strategies. Our mission revolves around building wealth, fostering a community of financial professionals, and transforming that wealth into positive impact. We are passionate about mentoring future leaders in the financial industry and delivering exceptional service.

Job Overview

We are seeking motivated and ambitious individuals to join our team as Financial Professionals. In this role, you will collaborate with clients to provide personalized education, strategies, and solutions to help them achieve 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
  • Develop and implement personalized financial plans 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
  • A 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
  • Comprehensive 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 problem-solving.
  • Strong relationship-building and communication abilities.
  • Business acumen and client focus.
Work Schedule
  • Flexible hours: minimum of 8 hours per week, with no maximum.
Compensation
  • Performance-based earnings with opportunities for advancement.


  • Modesto, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced advisors helps clients pursue their financial goals through personalized advice and guidance.We are seeking a Financial Solutions Advisor Trainee to join...


  • Modesto, California, United States Bankers Life Full time

    Unlock Your Potential in Insurance SalesAre you driven by a competitive compensation structure and passionate about securing your financial independence? Do you want to inspire others to achieve their financial goals? Bankers Life offers a unique opportunity to propel your success in the insurance industry.Key Responsibilities:Assess clients' financial needs...