Entry Level Financial Planner

Infinite Capital Enterprise- Mathew Figueroa Team; United States; Remote; USD 125,000; Full time

Job summary

Join a rapidly expanding team as an Entry-Level Financial Consultant, where you can work from home and enjoy the flexibility of both part-time and full-time opportunities. This role is perfect for individuals passionate about helping others achieve their financial goals. With comprehensive training provided, you will learn to engage with clients, analyze their financial situations, and recommend tailored solutions. As a part of a forward-thinking firm, you'll have the chance to partner with Fortune 500 companies and contribute to their mission of providing complimentary financial plans. With a performance-based income model, your earnings potential is limitless, making this an exciting opportunity for those looking to start or transition into a rewarding career in finance.

Qualifications

• Must be at least 18 years old and a legal U.S. resident.
• Ability to complete licensing requirements within 30 days.

Responsibilities

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

Skills

Communication Skills

Customer Service Skills

Analytical Skills

Sales Skills

Education

High School Diploma

Bachelor's Degree (preferred but not required)

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.

Income Model:

• 100% Performance based
• Commission income with no ceiling- ranging $2,500- $20,000 per client or more
• Residual income per annual client contract anniversary
• Passive income base for agency development
• Equity asset and full business ownership

Responsibilities:

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

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

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

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• A soft background check is required
• Able to complete licensing requirements within 30 days

Compensation:
$125,000 per year