Financial Planning Consultant

  • Free
  • Published date: May 2, 2023
    • California, United States

In summary, we are looking for an individual who has the mindset and desire to become a financial consultant. Someone who can grow and develop in their career starting part-time or full-time. Incredible 1099 business ownership, company partnership, commission, residuals, multiple passive compensations, and bonus income.

We are looking to expand a diverse and flexible Part-Time and Full-Time team. The right talent is ethical, business-minded, goal-oriented, and values accelerated career growth. This role (entry-level to experienced) is working with a well-established Fortune 500 company and its Fortune 100 partners in North America. As we continue to expand our services across the U.S. and Canada, we are looking to broaden and diversify our friendly, motivated, and goal-oriented workforce. We aim to invest and partner with talent who can get behind a purposeful mission in helping people, a prominent and resilient financial services company that values professional growth and development. We are founded upon innovation, leadership, and meaningful relationships.

Position Requirements:
Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners.

Develop knowledge about diversified, balanced, resilient, and risk-free financial strategies and business concepts.

Understand fixed, flexible, and variable investment, protection, and preservation methods that help clients achieve their specific outcomes.

Connect with people to identify goals, educate, advise, plan, and design solutions for individuals, families, and businesses.

Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation.

Build meaningful and lasting relationships and experiences with clients, business associates, and partners.

Expand business, management, and leadership skills working with clients, team members, and new associates.

Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.

COMPENSATION:

commission income with no ceiling or cap (one client may result in $2,500 and the next maybe $30,000)

residual income (annual client contract anniversary)

passive income base (agency development)

equity asset (appreciating business ownership that can be sold or passed to family)

bonuses (monthly, quarterly, team, stock options, travel)

KEY BENEFITS:

►Option to work remotely by computer and phone (in the office, at home, or anywhere)

►Choose an area of interest and work flexible hours

► High-income trajectory and career growth

►Professional industry (training and license) with a clear advancement path to management and business ownership

►No prior formal industry experience is required

►Learn financial strategies to improve personal knowledge and help others



BASE QUALIFICATIONS:

►Minimum 18 years of age

►Legal U.S. Resident, Citizen, or Work Permit with SSN

►Able to complete licensing requirements within 30 days

►Accountable with a high level of integrity (critical in this regulated and customer-based industry)



KEY RESPONSIBILITIES:

►Study, learn, and execute with on-the-job training

►Shadow client meetings, plan designs, and presentations

►Initiate financial needs analysis while providing exceptional and professional customer service

►Participate in marketing and expansion strategies and efforts

►Consult, educate, and connect clients with relevant financial strategies and services



PREFERRED QUALITIES:

►Accountable and Ethical (do what you say you will do)

►Ability to work independently with a strong support team and training

►Consistent and excellent at follow-through and task completion

►Self-Starter and goal-oriented

►Teachable and open to becoming Professionally trained



EMPLOYMENT TYPE:

►Full or Part-Time



COMPENSATION:

►Standard Beginning Annual Compensation (performance-based commission/1099 income)

►Year Over Year Increasing Income



ENVIRONMENT:

►Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, and life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to learn, serve others and establish relationships. Partner commission-based position (1099; not a W2). No prior certification, experience, or education is necessary. Work from home or remotely. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a profession and lucrative industry.
Reference : Financial Planning Consultant jobs

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