Financial Services Consultant – Full Training & License Sponsorship Included

MarkCMO; United States; Remote; USD 100,000 - 250,000; Full time

Job summary

As a Financial Services Consultant with a leading agency, you will embark on a career in the financial sector, providing essential services to clients. This role offers comprehensive training, licensing support, and opportunities for management positions. Ideal for motivated individuals transitioning to finance, with responsibilities varying from client assessments to implementing financial strategies.

Benefits

Full Licensing costs covered

Leadership and management training

Long-term residual income opportunities

Mentorship and support

Qualifications

• 2+ years’ relevant experience required.
• Series 6, 63, & 65 or Series 7 & 66 are required or willing to pursue.
• 5+ years of professional experience preferred.

Responsibilities

• Complete licensing and onboarding program.
• Educate clients on financial strategies.
• Build and manage client relationships.

Skills

Interpersonal skills

Consultative mindset

Entrepreneurial drive

Sales experience

Education

Associates degree or higher

Bachelor’s degree or higher preferred

Tools

CRMs

Consultation tools

Job description

Financial Services Consultant – Full Training & License Sponsorship Included

Financial Services Consultant – Full Training & License Sponsorship Included

Location: Remote – Must be located in the United States and eligible to pass a background check

About the Opportunity:

We are posting this role on behalf of a respected confidential client, a national financial agency seeking a motivated, executive-minded individual to join their team and grow within the financial services industry.

This client provides personal finance, investment guidance, and protection planning to a wide range of individuals and families. Backed by top-tier institutional partnerships, their mission is to close the education gap in personal finance and empower clients through comprehensive planning and wealth-building strategies.

As the U.S. undergoes the largest generational wealth transfer in history, the firm is expanding and actively seeking professionals who want to pivot into the financial sector and grow into a leadership role over time.

Position Overview:

This is a ground-floor opportunity for a professional or leader from outside the industry to enter financial services with full licensing support, training, and long-term growth potential.

You will work directly with clients using a proven system to assess financial health, provide investment and insurance solutions, and help families build financial independence.

Over time, this opportunity may provide growth into a management or executive leadership role.

Key Responsibilities:

• Complete licensing and onboarding program
• Conduct client financial needs assessments using a digital platform
• Educate clients on insurance, retirement planning, debt strategy, and estate preparation
• Implement customized financial strategies with guidance from senior advisors
• Maintain communication and compliance through CRM and virtual tools
• Build and manage client relationships with a high level of professionalism
• Optional path to mentor and develop other advisors over time

Ideal Candidate Profile:

• Associates degree or higher.
• 2+ years’ relevant experience.
• Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.

Mortgage or Life licensed a bonus

• Experience with CRMs, Automation, Consulting and management tools.
• A proven record of achieving new business is a plus.
• Experience in sales, business development, or team leadership.

Preferred Qualifications:

• Bachelor’s degree or higher preferred
• Series 6, 63, & 65 or 66 licenses

Mortgage or Life licensed a bonus

• 5+ years of professional experience in leadership, client services, financial operations, or banking
• Strong interpersonal skills and a consultative mindset
• Entrepreneurial drive with a long-term vision for career independence
• No prior financial services experience required, full training provided
• Able to pass background check and meet state licensing requirements
• Compensation will be discussed based on candidate experience and background.
• Leadership and management training
• Full Licensing costs will be covered
• Long-term residual income opportunities
• Full training, mentorship, and support to scale

Why This is a Rare Opportunity:

• Systemized training designed for executives pivoting into finance
• Full ownership of your client relationships and income potential
• Mission-driven firm focused on empowering families and professionals

Next Steps:

We’re looking for a driven individual who wants to make a meaningful career shift and long term goal oriented and is serious about growing in the financial services space.

This is a remote-first opportunity, ideal for those who value autonomy, impact, and growth.

• Complete the brief application and competency questionnaire
• Qualified candidates will be invited to schedule a one-on-one interview with hiring manager and second interview with an executive team member.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Marketing Services

Referrals increase your chances of interviewing at MarkCMO by 2x

Sign in to set job alerts for “Financial Services Consultant” roles.

Rhode Island, United States $105,000.00-$157,500.00 1 week ago

Hawaii, United States $105,000.00-$157,500.00 1 week ago

United States $100,000.00-$250,000.00 3 weeks ago

Arizona, United States $105,000.00-$157,500.00 1 week ago

Business Analyst - Payments (FEDWIRE, CHIPS, SWIFT)

Missouri, United States $105,000.00-$157,500.00 1 week ago

Seattle, WA $80,000.00-$90,000.00 3 weeks ago

California, United States $80,000.00-$92,000.00 16 hours ago

Indiana, United States $105,000.00-$157,500.00 1 week ago

United States $110,000.00-$150,000.00 6 days ago

United States $75,800.00-$96,700.00 1 week ago

Re-Entry Financial Assistance Advisor - Remote

Los Angeles Metropolitan Area 2 weeks ago

Senior Consultant, Internal & Change Communications - Financial Services (Gagen MacDonald)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.