Financial Planning Consultant *Remote*

AK Consulting Pro; United States; Remote; USD 30,000 - 60,000; Part time

Job summary

A leading company in financial services seeks a part-time Financial Planning Consultant to assist clients with financial planning and analysis. This remote role offers flexible hours and a commission-based income structure, providing opportunities for significant earnings based on client engagement. Ideal candidates are ethical, accountable, and eager to learn financial principles.

Benefits

Commission-based income

Residual income from ongoing client relationships

Bonuses and opportunities for paid travel

Qualifications

• Legal U.S. Resident or Citizen, or possess a Work Permit.
• Capable of passing a background screening.
• Able to complete licensing requirements in a timely manner.

Responsibilities

• Responsible for financial planning, forecasting, and financial modeling.
• Utilize analytical skills to provide insights and recommendations.

Skills

Financial Planning

Finance

Financial Modeling

Analytical Skills

Tools

Financial software

Job description

Direct message the job poster from AK Consulting Pro

Licensed Financial Representative - Specializes in Life Insurance, Retirement Planning, Long Term Care, Head Start Plans, Annuities, Rollovers

Overview:

Across the country, families and individuals require assistance in creating plans for their immediate and long-term financial objectives. You have the chance to create a fulfilling business as a Registered Representative to contribute to this expanding demand while earning money and maintaining the work-life balance you are entitled to.

Role Description:

This is a Part-time remote role for a Financial Planning Consultant. The Financial Planning Consultant will be responsible for financial planning, forecasting, financial modeling, and utilizing analytical skills to provide insights and recommendations.

ARE YOU:

• Ethical, intentional, accountable, confident, and driven to invest in your future?
• Teachable and open to learning business and financial principles to expand your own personal and professional Financial IQ?
• Interested in becoming licensed to help individuals, families, and businesses with practical and tactical, resilient strategies?

COMPENSATION METHODS in Financial Services, offering more flexibility compared to traditional roles:

• Commission-based income with potential for significant earnings based on client engagement
• Residual income from ongoing client relationships
• Potential for passive income from a clientele group
• Bonuses, opportunities for paid travel, and additional benefits

BASE QUALIFICATIONS:

• Must be a legal U.S. Resident, Citizen, or possess a Work Permit with SSN
• Capable of passing a background screening
• Able to complete licensing requirements in a timely manner
• Accountable with a high level of integrity, which is critical in this regulated industry
• Financial Planning, Finance, and Financial Modeling skills (strongly preferred)
• Analytical Skills
• Experience with financial software and tools (preferred)
• Professional certifications is a plus

WORK ENVIRONMENT:

• Positive and supportive team culture focusing on personal growth and client success.
• Training includes financial concepts, leadership, business skills, marketing, and more.
• Flexible work hours to accommodate Part-Time or Full-Time schedules.
• This is a commission-based position and does not require prior certification, experience, or education.

Seniority level

• Entry level

Employment type

• Part-time

Job function

• Finance and Sales

Industries

• Financial Services and Business Consulting and Services

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