Licensed Financial Consultant

Dave Santos Group; California; Remote; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking firm dedicated to spreading financial literacy and helping clients achieve their financial goals. As a Licensed Financial Consultant, you'll enjoy the flexibility of working remotely, setting your own schedule, and receiving comprehensive training. This entry-level position offers a unique opportunity to learn valuable financial strategies while earning commission-based income with no ceiling. Ideal for self-starters and those passionate about personal finance, this role is perfect for individuals looking to make a meaningful impact in their clients' lives. If you're ready to invest in your future and help others do the same, this opportunity is for you.

Benefits

Flexible Hours

Remote Work

Training and Mentorship

Commission Income

Bonuses

Paid World Travel

Qualifications

• Must be at least 18 years old and a legal U.S. resident.
• Ability to pass a background screening and complete licensing.

Responsibilities

• Help clients achieve financial goals through planning and education.
• Provide training on financial concepts and leadership skills.

Skills

Customer Service

Management

Coaching

Teaching

Bilingual

Education

High School Diploma

No prior certification required

Job description

3 days ago Be among the first 25 applicants

***Please Note: We are unable to accept student visas or OPT candidates***

As a Licensed Financial Consultant, you will have the fulfilling opportunity to spread financial literacy to all walks of life. We help our clients plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, investments, insurance, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures by equipping them with modern-day financial education. Do you have an interest in learning how money works, strategies familiar to the wealthy, and actually building an asset with your time? Would you like to develop your leadership abilities?

WE OFFER

• REMOTE Opportunity - Work from Home or Anywhere with WiFi
• FLEXIBLE Hours - You set your 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, military, retail, restaurant, bilingual, etc.)

THE IDEAL CANDIDATE:

• Values Freedom and Flexibility
• Excels at Working Independently and in a Team Environment
• Self-Starter and Good at Follow-Through
• Has a personal interest in Personal Finance (even with little to no experience)
• Coaching and Teaching Experience is always a plus
• Great for Military Veterans and Dependents
• The Ideal applicant must be punctual, responsible, and able to schedule and keep appointments.

Our branch office is based in the Greater Sacramento, CA area and we are expanding nationwide. We are a non-captive broker-dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time when our economy is in distress, where many people are losing their retirement nest egg, our services have never been more necessary, and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the services and educational programs we offer our clients so that they can make better financial decisions for their families. Bi-lingual candidates are a plus as we help clients from multiple backgrounds from all over the world.

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 own personal and professional Financial IQ?
• Open, and have a desire to become licensed to help individuals, families, and businesses with practical and tactical financial strategies?

Commission income with no ceiling (one client may be worth up to $2,500 in compensation and another may be worth $20,000) Paid via 1099.

Residual income (paid from work done last year, every year).

Passive income (income from clientele group).

Bonuses, paid world travel, and more.

BASE QUALIFICATIONS:

• Minimum 18 years of age.
• Legal U.S. Resident, Citizen, or Green Card with SSN (we do NOT sponsor student visas).
• Able to pass a Background Screening.
• Able to complete licensing and appointment requirements within 60 days.
• Accountable; with a high level of integrity (critical in this regulated and customer-based industry).

ENVIRONMENT:

Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short-term, mid-term, and long-term financial goals. Outside of teaching our consultants necessary financial concepts, we also provide training focused on leadership skills, business skills, marketing, social media/branding, communication, and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time. Production Based, Commission-Only Position (1099). No prior certification, experience, or education is necessary.

Seniority level

• Entry level

Employment type

• Contract

Job function

• Finance and Sales