Financial Coach

Legends Financial Advising; Town of Texas (WI); On-site; USD 100,000 - 115,000; Part time

Job summary

Legends Financial Advising is seeking a dedicated licensed financial representative to help clients enhance their financial well-being. This entry-level, part-time position will involve cultivating client relationships, conducting assessments, and recommending financial products, all within a team committed to empowering individuals toward financial security.

Benefits

Performance-based compensation structure

Flexible part-time schedule

Comprehensive training and licensing program

Qualifications

• Authorization to work in the United States.
• Successful completion of a federal background check.
• Willingness to obtain required licenses through training.

Responsibilities

• Cultivate strong client relationships and understand financial goals.
• Conduct client presentations and perform financial assessments.
• Offer tailored financial solutions and plans.

Skills

Client Relationship Management

Financial Assessment

Presentation Skills

Job description

Legends Financial Advising Texas, United States

2 weeks ago Be among the first 25 applicants

We are seeking people who are dedicated to helping clients enhance their financial well-being by providing comprehensive financial solutions. As a licensed financial representative, you will play a vital role in educating clients on securing their financial future through tailored assessments and the recommendation of appropriate products such as term life insurance, mutual funds, annuities, and other financial instruments. Join our team and become an integral part of our commitment to empowering individuals and families to achieve financial security.

Responsibilities:

• Cultivate a strong client base by developing relationships and understanding their financial goals
• Arrange and schedule client appointments
• Conduct professional client presentations via videoconferencing
• Perform comprehensive financial needs assessments for clients
• Offer tailored recommendations and implement effective financial plans
• Foster long-term client relationships through regular communication and support

Requirements:

• Authorization to work in the United States (we do not provide visa sponsorship)
• Successful completion of a thorough federal background check
• Willingness to undergo training and obtain necessary licenses, including life insurance and investment licenses (such as Series 6 & 63), through our comprehensive training and licensing program. Option to pursue additional licenses such as Series 26 & 65 is available.

Key Features:

• Performance-based compensation structure (no hourly or salaried pay)
• Flexible part-time schedule (approximately 10-15+ hours per week)

Benefits and Accolades:

• Be part of a Fortune 1000 Company with a strong reputation in the industry
• Recognized as one of Forbes' Best Insurance Companies of 2022
• Recipient of the DALBAR Top Mutual Fund Service Award for 20 consecutive years
• Acknowledged as one of Forbes' Best Employers for Diversity and Best Employers for Women
• Valuable partnerships with prominent financial firms such as TD Ameritrade, Fidelity, Invesco, Franklin Templeton, Lincoln, Voya, and Quicken

Our team of professionals are dedicated to making a positive impact on the financial well-being of individuals and families. Apply today to embark on a rewarding career in the dynamic world of financial services.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

Get notified when a new job is posted.

Sign in to set job alerts for “Financial Coach” roles.

United States $100,000.00-$115,000.00 3 days ago

Dallas, TX $15,000.00-$100,000.00 9 hours ago

Auto Fraud Investigator - Business Line Risk Analyst II

Texas, United States $55,000.00-$95,000.00 7 hours ago

Manager, Financial Performance Improvement

Austin, TX $109,000.00-$165,000.00 3 months ago

REMOTE - Auto Finance Commercial Relationship Manager

REMOTE - Auto Finance Commercial Relationship Manager

Finance Transformation Technology Manager

Revenue Cycle Specialist - Payer Escalations - Remote

Finance Transformation Technology Manager

Finance Transformation Technology Manager

Finance Transformation Technology Manager

Austin, Texas Metropolitan Area 2 days ago

Texas, United States $112,500.00-$158,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.