EntryLevel Financial Planner

Infinite Capital Enterprise- Mathew Figueroa Team; United States; Remote; USD 112,500 - 137,500; Full time

Job summary

Infinite Capital Enterprise- Mathew Figueroa Team is seeking an Entry-Level Financial Consultant to work from home. This role offers both part-time and full-time options, with a focus on providing financial advice and planning services.

No prior experience is required as comprehensive training is provided. Candidates must be at least 18 years old and legally reside in the United States. The potential earnings are substantial, with income ranging from $2,000 to $22,000 per client.

Qualifications

• Honesty and integrity are essential characteristics.
• Must be at least 18 years old.
• Legal U.S. resident or citizen required.
• Completion of licensing requirements within 30 days.
• Ability to engage with clients effectively.

Responsibilities

• Participate in comprehensive training for essential skills.
• Shadow experienced team members during client meetings.
• Conduct analyses of client financials to assess needs.
• Research options and evaluate potential solutions.
• Formulate and present tailored recommendations.
• Engage in marketing strategies for client expansion.

Skills

Strong communication skills

Customer service skills

Analytical thinking

Marketing strategy development

Education

High school diploma or equivalent

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

• 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.
• 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.
• 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.
• 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.
• 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.
• 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

• Honesty and integrity are characteristics you live by
• You value and believe in our mission and cause
• You are constantly looking for personal development
• 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
• A soft background check is required
• Able to complete licensing requirements within 30 days
• An enterprising spirit is key
• Upside Earning potential with $2,000 to $22,000 per client, or more

Compensation

$125,000 per year