Financial Consultant

DT Financial; United States; Remote; USD 64,000 - 250,000; Part time

Job summary

A leading financial consulting firm seeks Entry Level Financial Consultants to engage diverse clientele in comprehensive financial planning. This role emphasizes integrity and interpersonal skills, offering a robust training program, mentorship, and flexibility to work remotely. Candidates should be self-motivated with a strong passion for helping others achieve their financial goals.

Benefits

Competitive training program

Mentorship and professional development

Diversity and teamwork culture

Performance-based income

Qualifications

• Must be over the age of 18.
• Background check required - No criminal history.
• 2-3 years of customer service/client interaction recommended.

Responsibilities

• Assist clients with financial planning and consulting.
• Create own schedule with weekly trainings.
• Provide mentorship and professional development.

Skills

Integrity

Self-motivated

Interpersonal skills

Team player

Education

Some college; BS/BA preferred

Job description

1 day ago Be among the first 25 applicants

We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with us on a limited part time basis while also having potential immediate leadership advancement.

We utilize every aspect of the financial industry:

• Wealth Management
• Retirement Planning
• Tax Deductions
• College Funding
• Wealth Preservation (Insurance)
• Business Planning
• Corporate Group Plans
• And more...

Qualities we're looking for:

• Integrity, ethical and a strong sense of morality.
• Passion for making a difference and helping people.
• Self-motivated, accountable, and a team player.
• Ability to receive coaching and feedback.
• Strong interpersonal skills
• Self-motivated
• Enjoys working in a fast-paced, highly productive, value-driven environment

!! Requirements - (PLEASE READ) !!!

• Must be over the age of 18
• Some college; BS/BA preferred
• Driver's License
• Background check required - No criminal history whatsoever
• Willing to obtain a state license if you do not have one yet.
• 2-3 years of customer service/client interaction recommended (not required)

Schedule:

• You create your own beside weekly trainings.

What's provided:

• A Competitive training program to help you get started
• Mentorship and professional development training throughout your entire career
• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
• The opportunity to pursue leadership and specialized roles
• Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
• Solely Performance-Based (income tax benefits)

Our financial consultants are paid in various different ways depending on licenses obtained

(Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses)

• CAN BE DONE REMOTELY

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance and Sales

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