Financial Service Consultant

Monarch Legacy PartnersRemote

Posted 10 days ago

We are expanding and looking for

People-focused professionals who want to build a long-term career in financial services. This role is ideal for individuals with a background in customer service, sales, coaching, or leadership who are ready to grow into a financial professional through a structured training and mentorship program.

You will be trained to help families and individuals with important financial decisions such as protection planning, retirement strategies, and long-term financial goals. No prior experience in financial services is required; We provide training, support, and a clear development path.

There is strong growth potential for individuals who are self-motivated, coachable, and willing to put in consistent effort.

What We Offer

  • Structured training and mentorship program

  • Ongoing coaching and professional development

  • Flexible schedule (minimum of 15 hours a week)

  • Clear advancement and leadership path

  • Supportive team culture focused on growth and results

The role consists of helping a wide range of clientele with full-fledged financial planning and consulting. Consultants typically start with us on a limited part-time basis, with potential for immediate leadership advancement.

  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Experience in financial planning or a related field is a plus but not required.

  • Ability to analyze and interpret financial data to create personalized financial plans.

  • Proven track record of building and maintaining strong client relationships.

  • Strong communication skills to effectively convey complex financial concepts to clients.

  • Ability to work independently in a remote setting while being a proactive team player.

  • Interest in continuous learning and professional development within the financial industry.

  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

Compensation

$60,000 - $75,000 yearly

We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America.

Our Mission is "No Family Left Behind"

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