Entry Level Financial Consultant

Infinite Capital Enterprises- Layreceia Smith Team; United States; Remote; USD 125,000; Full time

Job summary

Join a rapidly expanding team as an Entry-Level Financial Consultant, where you'll have the opportunity to work from home and make a meaningful impact in people's financial lives. This role is perfect for those who are passionate about helping others and are eager to learn. With a comprehensive training program, you will engage with clients, analyze their financial needs, and develop strategic plans to help them achieve their goals. Whether you're looking for full-time or part-time work, this position offers flexibility and the chance to grow within a supportive environment. Seize this exciting opportunity in a thriving career field today!

Qualifications

• Strong communication and customer service skills are essential.
• No prior experience required; training provided.

Responsibilities

• Engage with clients to discuss financial goals and plans.
• Analyze client financials and recommend suitable services.
• Participate in marketing and expansion strategies.

Skills

Communication Skills

Customer Service Skills

Analytical Skills

Integrity

Goal-Oriented

Education

High School Diploma

Bachelor's Degree (Preferred)

Job description

We are rapidly expanding and offer an exciting opportunity to work from home as an Entry-Level Financial Consultant, available both part-time and full-time. Given the current high demand for financial services, this is an excellent time to join our team. Our firm takes an educational approach to financial planning, aiming to share our expertise with individuals from all backgrounds. By partnering with top Fortune 500 companies, we provide complimentary financial plans to those in need. According to the U.S. Department of Labor, financial professionals are currently ranked as the #1 growing career.

We are seeking hard-working individuals with strong communication and customer service skills who are passionate about helping others. No prior experience is required for this role. Through our comprehensive training program, you will learn how to engage with individuals, families, or business owners, discuss their financial goals, and help them develop a strategic plan to achieve their short-term and long-term objectives. Our services include retirement planning, wealth accumulation, college planning, investments, and insurance. Whether you’re looking to start or transition into a new career full-time, or seeking part-time work with flexible hours during these challenging times, we offer the training and support to help you succeed.

Responsibilities:

1. Study, learn, and execute with on-the-job training
2. Shadow client meetings, plan designs, and presentations
3. Analyze client financials to determine their needs and risk tolerance
4. Review available options for clients
5. Recommend which areas or services fit the client's need
6. Participate in marketing and expansion strategies

Qualifications:

Preferred Qualities: We are looking for individuals who have the following qualities and mindset:

1. Honesty and integrity are characteristics you live by
2. You value and believe in our mission and cause
3. You are constantly looking for personal growth
4. You are a leader or want to learn to lead
5. You are a self-starter and goal-oriented

Compensation:

$125,000 annually