Financial Consultant (San Diego)

Job description

We are looking to rapidly expand, providing the perfect opportunity to work from home. This position is for an Entry level financial consultant (part-time or full-time) . Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and delivering our expertise to people from all walks of life. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. This is an opportunity for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game-plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, and insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

Our Company Offers : Flexible schedule

Part-Time and Full-Time Positions Available

Exciting Work Environment

Unlimited Growth Potential

Work From Home

Key Responsibilities :

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 need

Participate in marketing and expansion strategies

Qualifications :

Minimum 18 years of age

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

Soft background check required

Able to complete licensing requirements within 30 days

Entrepreneurial spirit is key.

Preferred Qualities :

We are looking for individuals that have the following qualities and mindset :

Honesty and integrity are characteristics you live by.

You value and believe in our mission and cause.

You are constantly looking for personal growth.

You are a leader or want to learn to lead.

You are a self-starter and goal-oriented

You can work independently and work well as a team player

Income Model : 100% COMMISSION INCOME

Residual income per annual client contract anniversary

Passive income base for agency development

Equity asset and full business ownership

Bonuses

Do not apply if you are looking for a punch-in punch-out type of job.

This can be an uncapped part-time opportunity for those looking for an additional source

of income.

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Compensation details : 82000-125000 Yearly Salary

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