We are currently seeking an Entry-Level Financial Consultant to join our team in a part-time or full-time capacity. With the high demand for financial services, this is an excellent opportunity to embark on a career in finance.
Our firm takes an educational approach to financial planning, aiming to share our expertise with individuals from all backgrounds. Through partnerships with top Fortune 500 companies, we provide complimentary financial plans to those in need. According to industry sources, financial professionals are currently ranked as one of the fastest expanding careers.
As an Entry-Level Financial Consultant, you will work closely with experienced team members to develop and implement strategic financial plans tailored to individual client needs. You will also be responsible for conducting thorough analyses of client financials, identifying areas for improvement, and formulating recommendations for optimized financial solutions.
We are looking for individuals who possess strong communication and customer service skills, are passionate about helping others, and have a desire to learn and grow in their careers. Our comprehensive training program will equip you with the necessary knowledge and skills to succeed in this role.
Key Responsibilities
* Participate in a comprehensive on-the-job training program designed to help you master essential skills and knowledge required for the role.
* Shadow experienced team members during client meetings to gain insights into professional interactions and contribute to impactful presentations that address client needs and objectives.
* Conduct thorough analyses of client financials to identify their unique needs and assess their risk tolerance.
* Review a variety of options available to clients, researching and evaluating potential solutions to ensure that you are well-informed about the best choices to recommend.
* Formulate and present recommendations on specific areas or services that align with client requirements.
* Actively engage in the development and execution of marketing strategies aimed at expanding our client base.
Essential Qualities
* Honesty and integrity are fundamental characteristics.
* You value and believe in our mission and cause.
* You are committed to personal growth and development.
* You possess leadership qualities and a willingness to learn.
* You are a self-starter and goal-oriented.
* Minimum 18 years of age.
* Legal U.S. Resident or Citizen.
* Able to complete licensing requirements within 30 days.
Compensation Package
$125,000 at plan earnings.
We partner with top Fortune 500 companies, including Nationwide, Fidelity, Prudential, Symetra, and more.
Whether you're looking for part-time or full-time opportunities, our flexible scheduling and comprehensive training program make us an attractive option.