Entry Level Financial Planner

Stonefall Financial Solutions; United States; Remote; USD 25,000 - 50,000; Part time

Job summary

An established industry player is offering an exciting opportunity for entry-level Financial Consultants to work from home. This role is perfect for those passionate about helping others achieve their financial goals, with no prior experience required. You will receive comprehensive training to engage with clients, discuss their financial objectives, and develop strategic plans for retirement, investments, and more. With flexible hours available, this position is ideal for individuals looking to start or transition into a rewarding career in financial services. Join a rapidly growing team and make a difference in the lives of clients while enjoying a supportive work environment.

Qualifications

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

Responsibilities

• Participate in comprehensive on-the-job training to master essential skills.
• Conduct thorough analyses of client financials to provide tailored insights.
• Engage in the development of marketing strategies to expand the client base.

Skills

Communication Skills

Customer Service Skills

Analytical Skills

Leadership Skills

Education

High School Diploma

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. We take 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 sources, financial professionals are currently ranked as the #1 expanding 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 organizations, 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. Must live in the United States, and have a valid social security number to be considered.

Responsibilities:

1. Participate in a comprehensive on-the-job training program designed to help you study and master essential skills and knowledge required for the role, ensuring you are well-prepared to contribute effectively to the team.
2. Shadow experienced team members during client meetings to gain insights into professional interactions, assist in the planning of innovative design concepts, and contribute to impactful presentations that address client needs and objectives.
3. Conduct thorough analyses of client financials to identify their unique needs and assess their risk tolerance, enabling you to provide tailored insights that align with their financial goals and aspirations.
4. Review a variety of options available to clients, researching and evaluating potential solutions to ensure that you are well informed about the best choices to recommend.
5. Formulate and present recommendations on specific areas or services that align with client requirements, demonstrating your ability to understand and address their individual circumstances and preferences.
6. Actively engage in the development and execution of marketing strategies aimed at expanding the client base, contributing your ideas and insights to support the growth and success of the organization.

Qualifications:

1. We are looking for individuals who have the following qualities and mindset:
2. Honesty and integrity are characteristics you live by.
3. You value and believe in our mission and cause.
4. You are constantly looking for personal development.
5. You are a leader or want to learn to lead.
6. You are a self-starter and goal-oriented.
7. Minimum 18 years of age.
8. Legal U.S. Resident, Citizen.
9. A soft background check is required.
10. Able to complete licensing requirements within 30 days.
11. An enterprising spirit is key.
12. Upside earning potential with $2,000 to $22,000 per client, or more.

Compensation:

$25,000 - $50,000 yearly