Financial Planning Consultant
3 days ago
We are seeking a highly motivated and ambitious individual to join our team as a Financial Planning Consultant- Entry Training Associate. As a key member of our team, you will play a crucial role in helping clients achieve their financial goals.
Key Responsibilities:
- Educate clients on financial planning, covering short, mid, and long-term goals.
- Develop personalized financial plans, including retirement and college savings, investments, and insurance.
- Work with industry-leading partners like Nationwide, Prudential, Transamerica, and Fidelity.
- Build and maintain strong client relationships through continuous support and follow-up.
- Stay informed about financial industry trends and best practices.
Requirements:
- Minimum 18 years of age.
- Able to pass a background screening.
- Capable of completing licensing requirements within 60 days.
- Ethical, intentional, accountable, confident, and driven.
- Teachable and eager to learn business and financial principles.
Compensation:
- Commission Income: Unlimited earning potential based on client engagements.
- Residual Income: Earnings from previous work, paid annually.
- Passive Income: Earnings from your clientele group.
- Bonuses: Additional incentives, including paid world travel and more.
Environment:
Join a positive and supportive team culture dedicated to learning and helping clients with financial goals. We provide comprehensive training in financial concepts, leadership skills, business skills, marketing, social media/branding, communication, and more. Enjoy flexible work hours that can integrate with your existing schedule, whether part-time or full-time. This is a production-based, commission-only position.
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