Financial Consultant

Katie's Financial Services LLC; United States; On-site; USD 72,000 - 98,000; Full time

Job summary

Katie's Financial Services LLC is expanding its team of financial advisors in a fully remote environment. This position offers part‑time or full‑time engagement, with an emphasis on comprehensive training to diagnose client needs, set financial goals, and map out strategies using our suite of services.

You will engage clients, participate in ongoing training, shadow experienced advisors, and stay current with regulatory requirements.

Qualifications

• Experience in customer service or client interaction.
• Ability to engage with clients to understand financial goals and craft personalized strategies.
• Willingness to participate in comprehensive training program.
• Proven self-motivation and accountability in a fast‑paced environment.
• Strong interpersonal skills to communicate and present tailored financial solutions.
• Ability to analyze financial data and identify growth and risk opportunities.
• Commitment to ethical standards and integrity in financial advice.
• Must be over 18 and have a valid driver’s license.
• Background check required; willingness to obtain state life/health license if needed.

Responsibilities

• Engage with clients to understand their financial aspirations and craft personalized strategies.
• Participate in the training program to enhance advisory skills.
• Shadow experienced advisors during client meetings to gain insights.
• Analyze client financial data to identify opportunities for growth and risk management.
• Present tailored financial solutions aligned with clients’ needs and goals.
• Stay informed about industry trends and regulatory requirements to ensure compliance.
• Complete necessary licensing requirements to provide a full range of services.
• Study, learn, and execute with on‑the‑job training.
• Review options for clients and recommend areas or services that fit their needs.
• Follow industry ethics standards and maintain licenses.

Skills

Customer service

Interpersonal skills

Self-motivated

Accountability

Ethical standards

Job description

Overview

We are looking to expand our team of financial advisors in a fully remote environment. This position is a Financial Advisor (part-time or full-time). Through our in-depth training program, you will learn how to diagnose the needs of an individual or family, have a conversation with them about their financial goals and dreams, and help create a road map to help them achieve their short‑term and long‑term financial goals through our financial solutions, products and services we provide (including but not limited to getting out of debt, budgeting, retirement planning, wealth accumulation, college planning, investments, rollovers, annuities, Roth IRA, insurance).

Schedule: You create your own schedule besides ongoing weekly training – Tuesday 8 pm EST/5 pm PST and Saturday 12 pm EST/9 am PST.

Important Note: You don’t have to quit your current job to join us. Whether you’re exploring a new path or pursuing part‑time income, this opportunity is structured to meet you where you are.

Responsibilities

• Engage with clients to understand their financial aspirations and craft personalized strategies to achieve them.
• Participate actively in our comprehensive training program to enhance your financial advisory skills.
• Shadow experienced advisors during client meetings to gain insights into effective financial planning.
• Analyze client financial data to identify opportunities for growth and risk management.
• Present tailored financial solutions that align with clients’ unique needs and goals.
• Stay informed about industry trends and regulatory requirements to ensure compliance and best practices.
• Complete necessary licensing requirements to provide a full range of financial services to clients effectively and ethically.
• Study, learn, and execute with on‑the‑job training.
• Review available options for clients and recommend which areas or services fit the client’s needs.
• Follow industry ethics standards and maintain licenses and industry ethics.

Qualifications

• Experience in customer service or client interaction, ideally two to three years, to build strong client relationships.
• Ability to engage with clients to understand their financial goals and craft personalized strategies.
• Willingness to participate actively in our comprehensive training program.
• Proven track record of self‑motivation and accountability in a fast‑paced, value‑driven environment.
• Strong interpersonal skills to effectively communicate and present tailored financial solutions.
• Ability to analyze financial data and identify opportunities for growth and risk management.
• Commitment to ethical standards and integrity in providing financial advice and services to clients.
• Must be over the age of 18.
• Driver’s license required.
• Background check required.
• Willing to obtain a state license if you do not have one yet (Life, Accident, and Health).
• 2–3 years of customer service/client interaction recommended (not required).

Qualities we’re looking for

• Business‑minded ambition.
• Integrity, ethical, and a strong sense of morality.
• Passion for making a difference and helping people.
• Self‑motivated, accountable, and a team player.
• Ability to receive coaching and feedback.
• Strong interpersonal skills.
• Enjoys working in a fast‑paced, highly productive, value‑driven environment.

Compensation

$85,000 per year.