Financial Professional

24 hours ago

Remote, Oregon, United States CTD Financial Full time

We are a dynamic and innovative financial consulting firm committed to providing exceptional service and support to our clients. We're looking for a motivated and detail-oriented Financial Consultant to join our growing team. This is an exciting opportunity for an enterprising individual looking to make a significant impact in the financial industry.

You DO NOT need to quit your EXISTING CAREER. Whether you're exploring a new path or pursuing part-time income, this opportunity is structured to meet you where you are.

Key Responsibilities:

  • Provide comprehensive financial consulting services to clients.
  • Build and maintain strong relationships with clients to understand their unique financial needs and goals.
  • Prepare financial reports, strategies, and recommendations tailored to clients' needs.
  • Collaborate with the team to deliver high-quality client service and solutions.
  • Stay current on financial trends, market conditions, and regulatory changes to provide expert guidance.
  • Effectively manage multiple tasks and client priorities in a fast-paced environment.
  • Follow up on action items and ensure timely and accurate completion of client requests.

Qualifications:

  • Must reside in the United States, Puerto Rico, or Canada.
  • Must be 18 years old or older.
  • Background check required.
  • Willing to obtain a state license if you do not have one yet (Life, Accident and Health).
  • Strong enterprising mindset with a passion for helping clients achieve financial success.
  • Excellent verbal and written communication skills with the ability to clearly convey complex financial information.
  • Ability to work collaboratively and effectively within a team.
  • Highly detail-oriented with the ability to follow through and stay organized.
  • Strong multitasking and time-management skills with the ability to prioritize tasks effectively.

Why Join Us?

  • Work remotely from anywhere within the United States, Puerto Rico, or Canada.
  • Be part of a supportive, innovative, and inclusive team.
  • Opportunity for unlimited professional growth and development.
  • No degree needed We value experience, skills, and a passion for financial planning over formal education.

Compensation:

  • This is a 1099, fully commissioned role.

If you're a driven, results-oriented individual looking to make an impact in the financial services industry, we would love to hear from you. Apply today to join a team that values collaboration, communication, and client-centered solutions

Job Types: Full-time, Part-time

Pay: $50, $100,000.00 per year

Expected hours: 4 – 20 per week

Benefits:

  • Flexible schedule
  • Work from home

Work Location: Remote

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