Remote Entry-Level Financial Professional

WizeHire, Inc; United States; Remote; USD 80,000 - 115,000; Full time

Job summary

A leading consulting firm is seeking a motivated Entry-Level Financial Consultant to join their team. This role offers flexible scheduling and the opportunity for personal growth. You will be assessing client financial profiles, recommending tailored solutions, and demonstrating strong communication and leadership skills. Compensation ranges from $80,000 to $115,000.

Benefits

Flexible work schedules

World-class training provided

Supportive professional environment

Qualifications

• Mature, sharp, and outgoing candidates preferred.
• Applicants must be authorized to work in the United States.
• Genuine care for and enjoyment of collaborating with people.

Responsibilities

• Assess client financial profiles to identify goals and needs.
• Evaluate options tailored to each client’s situation.
• Recommend services or strategies that meet client objectives.
• Identify risks within a client’s current portfolio.

Skills

Strong work ethic

Communication skills

Leadership potential

Business-minded

Passion for personal growth

Job description

Overview

We are seeking a motivated, business-minded individual to join our team as an Entry-Level Financial Consultant. This professional opportunity is ideal for mature, sharp, and outgoing candidates who are ready to build an exciting and rewarding career. You do not need to leave your current career. We offer flexible scheduling to fit your life.

This role is within one of the highest-paying industries in America today. Whether you're seeking part-time or full-time, we have opportunities to match your goals.

What We Offer

• Flexible work schedules (part-time or full-time)
• No prior experience necessary – full, world-class training provided
• A supportive, professional environment

What We’re Looking For

• Bright, driven, and articulate individuals
• Strong work ethic and willingness to learn
• Passion for personal growth and leadership
• Professional demeanor and communication skills

If you\'re ready to start a meaningful career with incredible potential, we want to hear from you!

Applicants must be authorized to work in the United States and have a U.S. phone number. Unfortunately, we are unable to consider candidates who do not meet these requirements.

Responsibilities

• Assess client financial profiles to identify their goals, needs, and risk tolerance
• Evaluate available options and solutions tailored to each client’s situation
• Recommend services or strategies that best address the client’s objectives
• Identify potential vulnerabilities or risks within a client’s current portfolio or financial management approach
• Align marketing strategies with overall business objectives and growth targets

Qualifications

• Live with honesty and integrity at the core of everything you do
• Believe in and are inspired by our mission and purpose
• Possess a business-minded and proactive spirit
• Commit to continuous personal and professional growth
• Demonstrate leadership skills or have a strong desire to develop them
• Genuinely care for and enjoy collaborating with people
• Have the heart of a champion and a drive to succeed
• Excel in both written and verbal communication
• Exhibit strong leadership potential and presence

Compensation

$80,000 - $115,000

About KT Legacy Leadership Development

Our goal is to take an educational approach and deliver our expertise to people from all walks of life. Our firm does not require a certain net worth or a minimum investment to get started. We will provide a free financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.