We are looking to expand our team of financial consultants in a fully remote environment.

This position is an Entry-level Financial Consultant (part-time or full-time).

Through our in-depth training program, you will also learn how to diagnose needs of an individual or family, have a conversation with them about their financial goals and dreams, and help create a roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but not limited to getting out of debt, Budgeting, Retirement Planning, Wealth Accumulation, College Planning, Investments, Rollovers, Annuities, Roth IRA, & Insurance).

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

• Shadow client meetings, plan designs, and presentations

• Analyze client financials to determine their needs and risk tolerance

• Review available options for clients

• Recommend which areas or services fit the client's needs

• Follow the industry ethics standard

• Complete licensing requirements

• Maintain licenses and industry ethics

Qualifications - (Please READ)

• Must be over the age of 18

• Driver's License

• Background check required

• Willing to obtain a state license if you do not have one yet (Life, Accident, and Health)

• Ability to manage customer relationships and provide tailored financial advice

• 2-3 years of customer service/client interaction recommended (not required)

Qualities we're looking for:

• Business-minded ambition

• Integrity, ethics, and a strong sense of morality.

• Passion for making a difference and helping people.

• Self-motivated, accountable, and a team player.

• Ability to receive coaching and feedback.

• Strong interpersonal skills

• Self-motivated

• Enjoys working in a fast-paced, highly productive, value-driven environment

• Schedule: You create your own, besides ongoing weekly training - Tuesday 8 pm EST/5 pm PST and Saturday 12 pm EST/9 am PST

• Important Note: You don’t have to quit your current job to join us. Whether you're exploring a new path or pursuing part-time income, this opportunity is structured to meet you where you are.

If you’re ready to make an impact while building a flexible, fulfilling career, we want to hear from you!

Our mission is no family left behind. We believe in taking an educational approach when helping people with college planning, retirement, insurance, and estate planning. We bring Wall Street to Main Street.