Financial Services Consultant

DT Financial; United States; Remote; USD 25,000 - 50,000; Part time

Benefits offered by this job

Competitive training program

Mentorship and professional development

Culture promoting work/life balance

Leadership opportunities

Wealth management tools and platforms

Job summary

A wealth management firm in the United States seeks financial consultants to assist clientele with comprehensive financial planning and consulting. Candidates should demonstrate integrity, a passion for helping others, and strong interpersonal skills. Education beyond high school is preferred. The role offers flexibility in scheduling, comprehensive training, and opportunities for leadership advancement. A competitive pay structure includes performance-based compensation and various earning modalities.

Qualifications

• Must be over the age of 18.
• Driver's License required.
• Background check required - No criminal history.
• Background check required - no criminal history.
• Willing to obtain a state license if needed.
• 2-3 years of customer service recommended (not required).

Responsibilities

• Help a wide range of clientele with financial planning and consulting.
• Create your own schedule around weekly trainings.
• Provide guidance and build relationships in a fast-paced team environment.

Skills

Integrity

Interpersonal skills

Customer service

Team player

Feedback receptiveness

Education

Some college; BS/BA preferred

Job description

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
• 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.

Whats 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)