Remote Financial Planning Consultant – Growth & Mentorship

Monarch Legacy Partners; Arizona; Hybrid; USD 60,000 - 75,000; Part time

Benefits offered by this job

Structured training

Remote-friendly

Job summary

Monarch Legacy Partners is expanding its team with a role focused on helping families and individuals with comprehensive financial planning. You will enter a structured training and mentorship program designed to grow into a financial professional, with support and clear development paths.

The position starts part-time with flexible hours and potential for advancement into leadership. Remote work is supported, and ongoing coaching and development are provided throughout the program.

Qualifications

• Superior communication and math abilities to serve clients.
• Experience in financial planning is a plus but not required.
• Ability to analyze financial data to create personalized financial plans.
• Proven track record of building client relationships.
• Willingness to learn and develop in the financial industry.

Responsibilities

• Develop tailored financial plans based on clients' life stage and goals.
• Gather financial information to determine cash flow, goals, and retirement plans.
• Be coachable and participate in training and education opportunities.
• Provide strategic recommendations for products and investments.

Skills

Communication

Relationship building

Math skills

Remote work

Independent worker

Job description

Monarch Legacy Partners is expanding its team with a role focused on helping families and individuals with comprehensive financial planning. You will enter a structured training and mentorship program designed to grow into a financial professional, with support and clear development paths.

The position starts part-time with flexible hours and potential for advancement into leadership. Remote work is supported, and ongoing coaching and development are provided throughout the program.