Financial Service Consultant

Monarch Legacy Partners; Arizona; Hybrid; USD 60,000 - 75,000; Part time

Benefits offered by this job

Structured training

Remote-friendly

Job summary

Monarch Legacy Partners is expanding its team with a role focused on helping families and individuals with comprehensive financial planning. You will enter a structured training and mentorship program designed to grow into a financial professional, with support and clear development paths.

The position starts part-time with flexible hours and potential for advancement into leadership. Remote work is supported, and ongoing coaching and development are provided throughout the program.

Qualifications

• Superior communication and math abilities to serve clients.
• Experience in financial planning is a plus but not required.
• Ability to analyze financial data to create personalized financial plans.
• Proven track record of building client relationships.
• Willingness to learn and develop in the financial industry.

Responsibilities

• Develop tailored financial plans based on clients' life stage and goals.
• Gather financial information to determine cash flow, goals, and retirement plans.
• Be coachable and participate in training and education opportunities.
• Provide strategic recommendations for products and investments.

Skills

Communication

Relationship building

Math skills

Remote work

Independent worker

Job description

We are expanding and looking for People-focused professionals who want to build a long-term career in financial services. This role is ideal for individuals with a background in customer service, sales, coaching, or leadership who are ready to grow into a financial professional through a structured training and mentorship program. You will be trained to help families and individuals with important financial decisions such as protection planning, retirement strategies, and long-term financial goals. No prior experience in financial services is required; We provide training, support, and a clear development path. There is strong growth potential for individuals who are self-motivated, coachable, and willing to put in consistent effort.

What We Offer

• Structured training and mentorship program
• Ongoing coaching and professional development
• Flexible schedule (minimum of 15 hours a week)
• Clear advancement and leadership path
• Supportive team culture focused on growth and results

The 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, with potential for immediate leadership advancement.

Responsibilities

• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Qualifications

• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Experience in financial planning or a related field is a plus but not required.
• Ability to analyze and interpret financial data to create personalized financial plans.
• Proven track record of building and maintaining strong client relationships.
• Strong communication skills to effectively convey complex financial concepts to clients.
• Ability to work independently in a remote setting while being a proactive team player.
• Interest in continuous learning and professional development within the financial industry.

Compensation: $60,000 - $75,000 yearly

Compensation: $60,000-$75,000 per year