Financial Consultant

Valor Family Financial; United States; Remote; USD 75,000 - 100,000; Full time

Job summary

An innovative company is seeking entry-level Financial Consultants to join its dynamic team. This remote role offers extensive training and the chance to guide clients toward achieving their financial goals. As a part of a thriving financial sector, you'll engage with a diverse clientele, providing tailored financial strategies and education. With a focus on ongoing professional development, this opportunity is perfect for those looking to grow in their careers while enjoying flexible scheduling. If you're eager to learn and make a difference, this could be the ideal fit for you.

Benefits

Ongoing training and professional development

Continued education support

Flexible scheduling

Corporate discounts for licenses and certifications

Qualifications

• Strong communication and interpersonal skills are essential.
• A genuine passion for assisting others and problem-solving skills are highly valued.

Responsibilities

• Conduct financial consultations to help clients define their objectives.
• Present financial services like retirement planning and investments.
• Establish and maintain enduring client relationships.

Skills

Communication Skills

Interpersonal Skills

Problem-Solving Skills

Self-Motivation

Customer Service

Job description

Are you ready to embark on a rewarding journey as an Entry-Level Financial Consultant with our dynamic company? Join our team of driven individuals and dive into the thriving financial sector from the comfort of your own home. Ranked as the top career choice by the U.S. Department of Labor, this opportunity offers remote work and extensive training as you guide individuals, families, and business owners toward financial solutions that align with their objectives. Emphasizing financial education, we collaborate with leading Fortune 500 companies to deliver tailored financial plans to a diverse clientele. Whether you're looking to acquire new expertise, transition careers, or supplement your income, this role is an ideal fit for you.

Why Work for Us?

• Ongoing training and professional development opportunities
• Continued education support to help you grow
• Flexible scheduling to maintain work-life balance
• Corporate discounts for licenses and certifications

Join us and apply today!

We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered.

Responsibilities:

• Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies.
• Present a variety of financial services and products, such as retirement planning, wealth building, investments, college savings plans, and insurance options.
• Provide clients with education on financial tactics and industry best practices to ensure comprehension of available choices.
• Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets.
• Engage in continuous training programs to enrich financial expertise and capabilities.
• Have the opportunity to advance into leadership and managerial positions as your career evolves.

Qualifications:

• Must be authorized to work in the United States and have a U.S. phone number.
• Excellent communication and interpersonal skills are essential, particularly in providing top-notch customer service.
• The role requires a strong work ethic, self-motivation, and a genuine eagerness for continuous learning and growth.
• Previous experience in the financial sector is not mandatory as we offer comprehensive training to all team members.
• The ability to work both independently and collaboratively within a team setting is crucial for success in this position.
• A genuine passion for assisting others and adept problem-solving skills are highly valued.
• Comfort with flexible work hours, including potential part-time or full-time schedules, is necessary.

Compensation:

$75,000 - $100,000 yearly