Remote Financial Advisor: Flexible, Entry-Level Training

Crowned Legacy Group

Albuquerque (NM)

Remote

USD 20,000 - 60,000

Part time

6 days ago
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Job summary

Crowned Legacy Group is seeking a Financial Professional for a remote, flexible role (part-time or full-time) with training provided. No prior financial experience is required, and candidates will work as independent contractors on a commission-based model.

The position emphasizes learning financial concepts, client education, and building relationships while developing leadership and entrepreneurial skills in a supportive environment.

Qualifications

  • No prior financial experience required.
  • Training and mentorship provided to learn the industry.

Responsibilities

  • Meet with individuals and families virtually to understand financial goals.
  • Educate clients on financial concepts and available strategies.
  • Explain options for life insurance, retirement planning, wealth accumulation and financial protection.
  • Build and maintain professional client relationships.
  • Participate in ongoing training, mentorship and professional development.
  • Develop communication, leadership and business-building skills.

Skills

Coachable
Communication
Self-motivated
Financial education interest
Flexible schedule
Leadership potential
Entrepreneurial spirit

Education

No degree required

Job description

Crowned Legacy Group is seeking a Financial Professional for a remote, flexible role (part-time or full-time) with training provided. No prior financial experience is required, and candidates will work as independent contractors on a commission-based model.

The position emphasizes learning financial concepts, client education, and building relationships while developing leadership and entrepreneurial skills in a supportive environment.

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