Entry Level Financial Consultant

Dave Santos Group; California; Remote; USD 40,000 - 80,000; Full time

Job summary

An innovative firm is seeking motivated individuals to join as Financial Planning Consultants. This role offers the chance to empower clients with essential financial knowledge and strategies, enabling them to achieve their financial aspirations. With flexible hours and comprehensive training, you can work from anywhere while making a meaningful impact on people's lives. Ideal for self-starters and those passionate about personal finance, this position provides opportunities for growth and leadership development in a supportive environment. If you're ready to invest in your future and help others do the same, this is the perfect opportunity for you.

Benefits

Flexible Hours

Work from Home

Training and Mentorship

Commission Income

Residual Income

Bonuses

Paid World Travel

Qualifications

• Values freedom and flexibility in work.
• Interest in personal finance and helping others.

Responsibilities

• Help clients achieve their financial goals through education.
• Provide financial planning and support to individuals and families.

Skills

Customer Service

Management

Bilingual

Teaching

Financial Literacy

Education

High School Diploma

Any Financial Certification

Job description

• Please Note : We are unable to accept student visas or OPT candidates

As a Financial Planning Consultant, you will have the fulfilling opportunity to spread financial literacy to all walks of life. We help our clients plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, investments, insurances, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures, by equipping them with modern-day financial education. Do you have interest in learning how money works, strategies familiar to the wealthy, and actually building an asset with your time? Would you like to develop your leadership abilities?

WE OFFER

REMOTE Opportunity - Work from Home or Anywhere with WiFi

FLEXIBLE Hours - you set your own schedule / what you put in is what you will get out

NO EXPERIENCE REQUIRED - full training and mentorship provided (

• Preferred Experience / Qualities include customer service, management, military, retail, restaurant, bilingual, etc.)

THE IDEAL CANDIDATE :

Values Freedom and Flexibility

Excels at Working Independently and in a Team Environment

Likes Helping People

Self-Starter and Good at Follow-Through

Has a personal interest in Personal Finance (even with little to no experience)

Coaching and Teaching Experience is always a plus

Great for Military Veterans and Dependents

Ideal applicant must be punctual, responsible, and able to schedule and keep appointments.

Our branch office is based in the Greater Sacramento, CA area and we are expanding nationwide. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educational approach we provide to our clients. So in the end, they are able to make better financial decisions for their family. Bi-lingual a plus as we help clients from multiple backgrounds from all over the world.

ARE YOU :

• ethical, intentional, accountable, confident and driven to invest in your future?
• teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ?
• open and have desire to become licensed to help individuals, families, and businesses with practical and tactical financial strategies?

MULTIPLE METHODS OF COMPENSATIONin Financial Services unlike traditional 9-5 jobs :

• Commission income with no ceiling (one client may be worth up to $2,500 in compensation and another may be $20,000) Paid via 1099
• Residual income (paid from work done last year, every year)
• Passive income (income from clientele group)
• Bonuses, paid world travel, and more

BASE QUALIFICATIONS :

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Green Card with SSN (we do NOT sponsor student visas)

Able to pass a Background Screening

Able to complete licensing and appointment requirements within 60 days

Accountable with high level of integrity (critical in this regulated and customer-based industry)

ENVIRONMENT :

Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short, mid, and long-term financial goals. Outside of teaching our consultants necessary financial concepts, we also train on leadership skills, business skills, marketing, social media / branding, communication, and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time. Production Based, Commission-Only Position (1099). No prior certification, experience, or education is necessary.

Create a job alert for this search