Job Overview
We are an independent wealth management and financial consulting firm. We have a ton of A-rated companies on our platform. We work with a wide range of clientele, from very high net worth clients to every day Americans. We specialize in insurance-based investment products and helping our clients grow their money risk-free and tax-free. Because this is an uncapped commission-based position, new business partners generally start out part-time before transitioning to full-time, although they do have the option of doing either. This role also offers unlimited, merit-based career advancement with the resources to do so in a very fast manner.
We utilize every aspect of the financial industry:
- Wealth Management
- Retirement Planning
- Tax Deductions
- College Funding
- Wealth Preservation (Insurance)
- Business Planning/Business Owner Solutions
- Corporate Group Plans
- Estate Planning
- And more…
Responsibilities
- Analyze personal financial data to provide insights and recommendations for clients’ financial planning needs.
- Develop and implement personalized investment strategies based on clients’ goals and risk tolerance.
- Assist clients with estate planning, ensuring compliance with relevant laws.
- Maintain strong customer relationships through effective communication and exceptional service.
- Stay updated on financial regulations and market trends to provide informed advice.
Qualities we’re looking for:
- Strong inclination and/or experience for sales, leadership, financial services, and/or entrepreneurship
- Incredibly strong integrity and moral compass
- Passion for making a difference, helping people, and enhancing people’s futures
- Someone who is self-motivated, coachable, accountable, and a team player.
- Strong interpersonal and communication skills, as well as a high level of emotional intelligence and ability to empathize
- Enjoys working in a fast-paced, highly productive, value-driven environment
Requirements – (PLEASE READ)
- Must be 18+
- BS/BA preferred
- Driver’s License
- Background check required – No criminal history whatsoever
- Willing to obtain a state life and health license, if you do not have one yet.
- 2-3 years of customer service/client interaction preferred
Schedule:
- You build your own schedule around weekly trainings and your field training in the beginning, and then have full control and flexibility of your schedule once you become independent.
- This position can also be done 100% REMOTELY.
Whats provided:
- Competitive and collective training program to help you establish a solid foundation and get you started here
- Top tier mentorship, access to seasoned senior partners and executives, and consistent professional development training throughout your entire career
- A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards, while pushing you to be better every day
- The most advanced FinTech software in the industry
- The opportunity to pursue leadership and specialized roles from day 1
- Comprehensive planning analysis tools, brokerage and advisory platforms, as well as wealth management
Job Types: Full-time, Part-time
Benefits:
- Flexible schedule
- Life insurance
- Retirement plan
- Financial services/planning
Work Location: Remote
