Financial Consultant

Davis Family Financial; Oregon (WI); Hybrid; USD 32,000 - 42,000; Full time

Job summary

A financial services firm is seeking entry-level financial professionals in Wisconsin and Oregon. No previous experience is required as a comprehensive training program is provided. Candidates will assist clients in developing financial strategies to achieve their goals. The role offers a flexible schedule and performance-based promotions, ensuring that hard-working individuals with good communication and customer service skills can thrive in this supportive environment.

Qualifications

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

Responsibilities

• Assist clients in discussing financial goals and dreams.
• Help create a roadmap for achieving financial goals.
• Participate in an in-depth training program.

Skills

Good communication skills

Customer service skills

Hard-working

Job description

Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

THIS POSITION IS 100% PERFORMANCED BASED. Promotions are STRICTLY based on your performance. There is no quota system, you have complete control on how and when you want to work.

Qualifications

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