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 Apply tot his job Apply To this Job