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Financial Planning and Services Associate (Los Angeles)

Leroy Freelon Jr.

Los Angeles (CA)
Remote
USD 65,000 - 134,000
2 days ago
Be an early applicant
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Remote Customer Service Specialist

ForgeFit

Greensboro (NC)
Remote
USD 60,000 - 80,000
2 days ago
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Sales Development Representative II, Local Independent Grocery

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USD 80,000 - 100,000
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dormakaba

Colorado Springs (CO)
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USD 85,000 - 95,000
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Enrollment Operations Training Consultant

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USD 80,000 - 130,000
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Compliance Manager

CAPITOL COMPLIANCE ASSOCIATES INC

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USD 67,000 - 75,000
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Financial Planning and Services Associate (Los Angeles)
Leroy Freelon Jr.
Los Angeles (CA)
Remote
USD 65,000 - 134,000
Full time
2 days ago
Be an early applicant

Job summary

A financial services company based in Los Angeles is seeking individuals motivated to help clients achieve financial security. This 100% remote position focuses on client generation and personalized financial planning. Ideal candidates should have a college degree, strong communication skills, and be committed to learning, with the potential to earn between $65,000 and $134,000. We support a diverse workforce with equal opportunities for all.

Qualifications

  • Must have a Life, Health Insurance License (preferred), or obtain within 21 days.
  • Legally able to work in the United States, citizen or with work permit.
  • Must pass a background check.

Responsibilities

  • New client generation using digital and traditional channels.
  • Meet with new clients to determine goals.
  • Deliver personalized financial plans.

Skills

Strong communication skills
Self-driven and entrepreneurial
Commitment to learning
Team player

Education

College degree plus 2+ years work experience
Job description
Overview

Are you ready for a new opportunity or a career in financial services where you experience growth and transfer your experience to a fulfilling career and business?

You will be provided the tools and mentorship to excel as financial services professional. You will be part of a high achievement and supportive team. We are looking for credible and passionate individuals across the country who enjoy helping others achieve their financial goals.

The ideal candidate is self-motivated, dedicated to success, enjoys a team environment and helping others and appreciates a full, but flexible schedule. We are based in Los Angeles, CA. You will work 100% remotely.

You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver wholistic consultative financial advice.

This is an opportunity to learn this business, expand your industry experience and earn income with sustainable growth potential.

We work as fiduciaries in an open architecture structure of financial services and products including national highly rated providers. We are backed by a Fortune Global 500 company with $500 billion assets under management.

Responsibilities
  • New client generation utilizing traditional and digital channels
  • Meet with new clients to determine goals
  • Utilize financial illustration software and formulate wholistic solutions
  • Deliver a personalized financial plan
  • Communicate with clients
  • Develop leadership skills
  • Business expansion in all states
  • Deepen knowledge and skills
Candidate characteristics
  • Passion for financial security
  • Care about people
  • Creative excellence
  • Team building
  • Commitment to learning, professional and personal growth
  • Strong communication skills
  • College degree plus 2+ years work experience
  • Twin career possibility
  • Self-driven and entrepreneurial
  • Team player, leadership and coachable
Industries / Experience

Candidates with prior experience that have demonstrated success in the role: entrepreneurs, business owners, return from career-break, athletes, real estate, military, life insurance, series 65, recruiters, accounting, CPA, sales, legal, return to financial career, nurses, customer service, remote work, teachers, professionals, ambitious care givers, career growth minded, public speakers, non-profit, financial services, travel agents, hospitality.

Licenses / Required
  • Life, Health Insurance License (already licensed preferred) or obtain within 21 days
  • Legally able to work in the United States, citizen, work permit with SSN
  • Must pass background check and obtain required licenses and CE certificates

This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Texas, Tennessee, Alabama, New Jersey, Georgia, Florida, North Carolina, Washington, Philadelphia PA, Michigan, Illinois.

Compensation
  • Commission pay, bonus pay and residual income
  • The right business minded individuals earn income of $65,000- $134,000

We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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