Part Time Financial Agent

McNulty Financial Services; Fort Worth (TX); Remote; USD 20,000 - 40,000; Part time

Job summary

A leading independent financial office is seeking a part-time Financial Representative in Fort Worth. This remote role involves assisting clients with financial needs, building financial plans, and offering investment advice while ensuring compliance. Opportunities for growth, promotions, bonuses, and ownership are available based on performance.

Benefits

Promotions

Bonuses

Potential ownership opportunities

Qualifications

• Strong analytical and problem-solving skills.
• Excellent communication and customer service skills.
• Ability to work independently and as part of a team.

Responsibilities

• Assist clients with financial needs and maintain client accounts.
• Build financial plans and conduct financial assessments.
• Offer investment advice and prepare financial reports.

Skills

Analytical skills

Communication skills

Customer service skills

Job description

5 days ago Be among the first 25 applicants

We are an independent financial office contracting with some of the biggest financial companies in the industry.

Role Description

This is a part-time remote role for a Financial Representative. The Financial Representative will be responsible for assisting clients with their financial needs, providing accurate financial information, and maintaining client accounts. Responsibilities include building financial plans, conducting financial assessments, offering investment advice, preparing financial reports, and ensuring compliance with financial regulations. The role also involves training and assisting other team members as needed.

Qualifications

• Strong analytical and problem-solving skills
• Excellent communication and customer service skills
• Ability to work independently and remotely, as well as in a team setting

There is significant room for growth, including promotions, bonuses, and potential ownership opportunities.

This position primarily relies on commissions, but offers excellent pay if the system for new agents is followed.

Seniority level

• Entry level

Employment type

• Part-time

Job function

• Sales and Business Development

Referrals can increase your chances of interviewing at McNulty Financial Services by 2x.

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