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Financial Services Advisor

David Dworsky Financial Services

United States

Remote

USD 60,000 - 80,000

Part time

15 days ago

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Job summary

David Dworsky Financial Services is seeking a motivated individual for a part-time Financial Professional role, focusing on educating clients about financial literacy. This remote opportunity offers flexible hours and the chance to earn commission-based income with no prior experience required. Ideal candidates are self-starters with a passion for personal finance and a willingness to learn.

Benefits

Flexible hours
Commission income with no ceiling
Bonuses and paid travel

Qualifications

  • Minimum 18 years old and legal U.S. resident.
  • Able to pass a background screening.
  • High integrity and accountability are critical.

Responsibilities

  • Spread financial literacy and help clients with financial goals.
  • Provide education on retirement, college planning, and investments.
  • Work independently and as part of a supportive team.

Skills

Customer service
Management
Sales
Teaching

Job description

David Dworsky Financial Services United States

2 days ago Be among the first 25 applicants

Direct message the job poster from David Dworsky Financial Services

Licensed Financial Services Agent | Regional Food & Beverage Manager @ Life Time Inc. | B.A.Sc. in Hotel Management

About the job

THIS IS NOT AN INTERNSHIP

Please Read Full Description Below

REMOTE Opportunity - Work from Home or anywhere with WiFi

Flexible Hours - you set your own schedule; what you put in is what you will get out

NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, management, retail, restaurant, etc.)

As a Financial Professional, you will have the fulfilling opportunity to spread financial literacy to all walks of life. We focus on an educational approach while helping clients plan and reach their financial goals, including retirement, college planning, investments, insurances, etc. Our mission is to help individuals, families, and business owners feel more confident about their financial futures by providing modern financial education.

THE IDEAL CANDIDATE:

  • Values freedom and flexibility
  • Excels at working independently and in a team environment
  • Ambitious and motivated entrepreneurial-minded individual
  • Self-starter with good follow-through
  • Has a personal interest in personal finance (even with little to no experience)
  • Sports/club/team background, sales, and teaching experience are a plus

We are seeking a talented, success-motivated individual eager to learn about the high-income financial services industry. Interested in understanding how money works, strategies used by the wealthy, and building assets with your time?

Our branch office is based in Los Angeles. We are a non-captive broker dealer, partnered with top companies in the industry. During challenging economic times and amidst retirement losses, our services are more essential than ever. Our firm stands out for its diverse services and educational approach.

ARE YOU:

  • Ethical, intentional, accountable, confident, and driven to invest in your future?
  • Teachable and open to learning business and financial principles that expand your financial IQ?
  • Open and eager to become licensed to assist individuals, families, and businesses with practical strategies?

We offer multiple compensation methods unlike traditional jobs: commission income with no ceiling, residual income from previous work, passive income from clientele, bonuses, paid travel, and more.

BASE QUALIFICATIONS:

  • Minimum 18 years old
  • Legal U.S. resident, citizen, or work permit with SSN
  • Able to pass a background screening
  • Able to complete licensing within 60 days
  • High integrity and accountability (critical in this regulated, customer-focused industry)

ENVIRONMENT:

Positive, supportive team culture focused on learning and helping clients with financial goals. Training includes leadership, business skills, marketing, social media, communication, and more. Flexible work hours for part-time or full-time work, with production-based, commission-only (1099) position. No prior certification, experience, or education necessary.

Seniority level
  • Entry level
Employment type
  • Part-time
Job function
  • Finance and Sales
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