Financial Solutions Consultant

2 weeks ago


San Francisco, California, United States Wealth Health & YOU, LLC Full time
Job Overview

IMPORTANT: Please ensure you review the entire job overview before proceeding.

We are a prominent Fortune 500 organization collaborating with top-rated partners across North America. Our mission is to engage with ambitious and motivated individuals who are passionate about enhancing financial literacy among families and individuals. Our foundation is built on innovation, leadership excellence, and empowering our associates to thrive in their financial careers. We offer a comprehensive training program, providing you the chance to learn directly from experienced senior partners. No prior experience is necessary. Opportunities available in both part-time and full-time capacities.

Position Highlights:

Achieve state licensing to operate as a financial consultant with esteemed, A-rated companies. Engage with clients to uncover their objectives, educate them, and develop tailored financial strategies for individuals, families, and business owners. Demonstrate and present plans for retirement, investments, educational savings, and income generation throughout their lifetime. Cultivate meaningful and enduring relationships with clients, business associates, and partners.

Desired Attributes:

  • Ability to work autonomously with a dependable support team and training
  • Self-motivated and results-driven
  • Ethical and accountable
  • Willingness to learn and be professionally developed

Compensation Structure:

  • Commission-based earnings
  • Independent contractor status (1099)
  • No income ceilings or quotas
  • Opportunities for residual and passive income
  • Performance-driven bonuses

Key Advantages:

  • Ability to work entirely remotely via computer and phone
  • Flexible working hours
  • Potential for high income and career advancement
  • Mentorship from industry-leading experts
  • Opportunity to establish your own agency

Basic Requirements:

  • Must be at least 18 years old
  • Legal resident, citizen, or work permit holder with a valid SSN
  • Capable of fulfilling licensing prerequisites

Work Environment:

We provide an exceptional training program and a supportive team atmosphere. Our leadership team is diverse, and our company culture emphasizes respect for individuals and ongoing improvement.

  • Participation in weekly training sessions is highly encouraged
  • Obtain necessary state licenses
  • Get appointed with various A-rated financial partners
  • Collaborate with your trainer on client appointments until you qualify as a Field Trainer


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