Financial Consultant

Legacy Wealth Strategies LLC; Rosemead (CA); Remote; USD 126,000 - 189,000; Part time

Job summary

A mission-driven financial services firm is seeking Financial Consultants to provide financial education and guide clients in making important financial decisions. This is a remote, commission-based role that offers flexibility and growth opportunities, ideal for motivated individuals looking for part-time or full-time income.

Qualifications

• Must be 18+ and legally authorized to work in the U.S.
• Strong communication skills and willingness to learn.
• Self-motivated and goal-oriented.

Responsibilities

• Provide financial education to clients.
• Guide clients through financial solutions including tax strategies.
• Build and manage your own book of business.

Skills

Communication skills

Self-motivation

Goal-oriented

Job description

Join to apply for the Financial Consultant role at Legacy Wealth Strategies LLC

3 days ago Be among the first 25 applicants

Join to apply for the Financial Consultant role at Legacy Wealth Strategies LLC

We’re seeking motivated individuals to join our team as Financial Consultants. This is a remote, commission-based opportunity where you’ll educate and guide clients through important financial decisions. Whether you're looking for a full-time career or part-time income, this role offers flexibility, independence, and the chance to grow within the financial industry — no prior experience required..

Legacy Wealth Strategies LLC is a mission-driven financial services firm committed to providing financial education to individuals, families, and communities. Our focus is on empowering people through tax-free strategies, wealth accumulation, retirement protection, and legacy planning. We believe financial freedom starts with knowledge — and we’re here to guide our clients every step of the way.

Responsibilities

• Provide financial education to individuals, families, and small business owners
• Guide clients through solutions including tax-advantaged strategies, wealth building, retirement protection, and legacy transfer
• Build and manage your own book of business as an independent agent
• Attend ongoing virtual training and mentorship sessions
• Assist clients in obtaining financial products and services that meet their needs
• Pursue state licensing with our support and resources
  
  

Requirements

Required:

• Must be 18+ and legally authorized to work in the U.S.
• Strong communication skills and a willingness to learn
• Self-motivated and goal-oriented
• Comfortable working independently in a remote environment
  
  

Preferred (but Not Required)

• Background in sales, customer service, education, or finance
• Bilingual is a plus
• State financial license (we will help you obtain this if needed)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

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