Financial Consultant

PHP Financial Services; Corona (CA); Remote; USD 85,000 - 175,000; Full time

Job summary

Join a forward-thinking company as a Financial Planning Consultant, where you can launch a rewarding career with unlimited earning potential. This role offers the flexibility to work from anywhere and set your own hours while receiving top-tier training and mentorship. As a trusted advisor, you'll guide clients in securing their financial futures through personalized strategies and build long-term relationships. With a focus on personal and professional growth, you'll thrive in a supportive environment that values your contributions. If you're self-motivated and eager to make a difference, this opportunity is perfect for you.

Benefits

Unlimited Earning Potential

Professional Training

Flexible Schedule

Career Advancement Programs

Qualifications

• Valid FINRA Series 7 & 63/66 license is a plus.
• Working knowledge of financial products is essential.

Responsibilities

• Serve as a trusted advisor for new clients and establish prospects.
• Customize financial plans based on clients' needs.

Skills

Communication Skills

Relationship Building

Mathematical Skills

Entrepreneurial Thinking

Education

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Finance

Tools

Microsoft Office

Financial Planning Software

Google Suite

CRM Systems

Job description

Launch Your Career as a Financial Planning Consultant – No Experience Needed Company: PHP Financial Services Job Type: Commission-Based | Full-Time or Part-Time | Remote Options Available Are you looking for more than just a paycheck? Want a career that offers flexibility, uncapped income, and the chance to truly make a difference? PHP Financial Services is actively hiring driven, people-oriented individuals to become Financial Planning Consultants. Whether you're looking to start fresh or level up your current career, we provide all the tools, training, and mentorship you need to succeed—no experience required. What You’ll Do: • Guide individuals and families in securing their financial futures through insurance and wealth-building strategies. • Educate clients on life insurance options, retirement planning, and risk management. • Build long-term relationships as a trusted advisor and resource. • Grow your client base through networking, referrals, and proven lead-generation strategies. What You’ll Get: • Unlimited Earning Potential: Commission-based income with bonuses and incentives—your success determines your paycheck. • Professional Training: Access to top-tier training, mentorship, and licensing support from day one. • Flexible Schedule: Work from anywhere, set your own hours, and achieve true work-life balance. • Career Advancement: Leadership development programs and the ability to build and lead your own team. We’re Looking For People Who: • Are self-motivated with a desire to grow personally and financially. • Communicate well and genuinely enjoy helping others. • Think like entrepreneurs and want to build something meaningful. • Are open to learning, coaching, and taking action. Why Join Now? The financial services industry is growing fast—and there’s a massive demand for consultants who care. With PHP Financial Services, you’ll be part of a supportive, purpose-driven team ready to help you succeed. Ready to take control of your future? Apply today and start a career that transforms lives—starting with your own. Training and licensing support provided. No prior financial experience required. Responsibilities: • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Qualifications: • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • A required Bachelor’s degree in business administration, finance, or similarly related field • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Compensation: $85,000 - $175,000 yearly

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Compensation:
$85,000-$175,000 per year