Entry-Level Financial Planner: Flexible Training & Growth

Morrison Family Financial; United States; Remote; USD 35,000 - 45,000; Full time

Job summary

A financial services company in the United States seeks hardworking individuals for entry-level financial professional roles. No prior experience is needed as comprehensive training will be provided. Candidates will assist clients with their financial goals and help develop personalized financial plans. Ideal for those looking to transition careers or gain part-time income, with a flexible schedule available.

Qualifications

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

Responsibilities

• Assist individuals and families with their financial goals.
• Participate in an in-depth training program.
• Help create financial plans and roadmaps for clients.

Skills

Good communication skills

Customer service skills

Hard-working

Job description

A financial services company in the United States seeks hardworking individuals for entry-level financial professional roles. No prior experience is needed as comprehensive training will be provided. Candidates will assist clients with their financial goals and help develop personalized financial plans. Ideal for those looking to transition careers or gain part-time income, with a flexible schedule available.