Retirement and Investment Specialist
Job Overview
We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. 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 while also having potential immediate leadership advancement.
- We utilize every aspect of the financial industry:
- Wealth Management
- Retirement Planning
- Tax Deductions
- College Funding
- Wealth Preservation (Insurance)
- Business Planning
- Corporate Group Plans
- 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, including wills and trusts, 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:
- Entrepreneurial ambitions
- Integrity, ethical 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
- Requirements - (PLEASE READ)
- Must be over the age of 18
- Some college; BS/BA preferred
- Driver's License
- Background check required - No criminal history whatsoever
- Willing to obtain a state license if you do not have one yet.
- 2-3 years of customer service/client interaction recommended (not required)
- Schedule:
- You create your own beside weekly trainings.
- Whats provided:
- A Competitive training program to help you get started
- Mentorship and professional development training throughout your entire career
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
- The opportunity to pursue leadership and specialized roles
- Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
- Benefits
- Solely Performance-Based (income tax benefits)
Our financial consultants are paid in various different ways depending on licenses obtained
- (Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses)
- CAN BE DONE REMOTELY
Job Types: Full-time, Part-time
Pay: $74,537.04 - $89,765.03 per year
- Benefits:
- Flexible schedule
- Life insurance
- Retirement plan
- Experience:
- sales, finance, or leadersip: 1 year (Preferred)
- License/Certification:
- life and health insurance license (Preferred)
Work Location: Remote
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