Entry-Level Financial Consultant - Flexible Training & Growth

Davis Family Financial; Oregon (WI); Hybrid; USD 32,000 - 42,000; Full time

Job summary

A financial services firm is seeking entry-level financial professionals in Wisconsin and Oregon. No previous experience is required as a comprehensive training program is provided. Candidates will assist clients in developing financial strategies to achieve their goals. The role offers a flexible schedule and performance-based promotions, ensuring that hard-working individuals with good communication and customer service skills can thrive in this supportive environment.

Qualifications

• Minimum 18 years of age.
• Legal U.S. Resident, Citizen, or Work Permit with SSN.
• Soft background check required.
• Able to complete licensing requirements within 14 days.

Responsibilities

• Assist clients in discussing financial goals and dreams.
• Help create a roadmap for achieving financial goals.
• Participate in an in-depth training program.

Skills

Good communication skills

Customer service skills

Hard-working

Job description

A financial services firm is seeking entry-level financial professionals in Wisconsin and Oregon. No previous experience is required as a comprehensive training program is provided. Candidates will assist clients in developing financial strategies to achieve their goals. The role offers a flexible schedule and performance-based promotions, ensuring that hard-working individuals with good communication and customer service skills can thrive in this supportive environment.