Financial Planner

Elite Partners; United States; Remote; USD 65,000 - 85,000; Full time

Job summary

A dynamic financial consulting firm in the U.S. seeks a Financial Consultant to guide clients in financial planning. This remote role offers extensive training and the opportunity to develop tailored financial solutions. Ideal for those looking to advance in the financial sector, the position requires strong analytical skills and the ability to develop enduring client relationships. Compensation ranges from $65,000 to $85,000 based on commission.

Benefits

Ongoing training and development

Flexible scheduling

Corporate discounts on licenses and certifications

Qualifications

• Must be authorized to work in the United States.
• Must have a valid U.S. phone number and residence.
• Must be willing to get licensed in the financial sector.

Responsibilities

• Aid clients in implementing financial recommendations.
• Create customized financial plans for clients.
• Conduct financial consultations to assist clients in defining objectives.
• Present a variety of financial services and products.
• Provide clients with education on financial tactics.
• Establish and maintain enduring client relationships.
• Engage in continuous training programs.
• Advance into leadership roles as career evolves.

Skills

Strong analytical skills

Communication skills

Interpersonal skills

Customer service experience

Job description

Are you ready to embark on a rewarding journey as a 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 diverse clientele. Whether you are looking to acquire a 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 on licenses and certifications

Responsibilities:

• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• 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, and insurance options.
• Provide clients with education or 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, have a U.S. phone number, and a valid U.S. residence.
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
• Must have the ability to learn and understand state and federal regulations that affect the financial industry as a whole.
• Job seekers must already have or be willing to get licensed in the financial sector.

Compensation:

Compensation: $65,000 - $85,000 at plan commission