Wealth Education Agent - Remote, High-Earning Path

Melius Consulting; San Diego (CA); Hybrid; USD 50,000 - 90,000; Full time

Benefits offered by this job

Study materials

Exam preparation support

Remote & hybrid work options

In-house online tools

Personalized scheduling

Weekly coaching

Job summary

Melius Consulting in San Diego is seeking a Wealth Management Agent to educate clients and support their financial goals. Training is provided by our leadership, with no prior financial experience required; we value educators, military personnel, and public servants who want to grow.

Responsibilities include guiding clients through solutions for personal and business needs, maintaining compliance, and delivering professional service with initiative. Remote/hybrid work options are available.

Qualifications

• Ambition and drive to make a positive impact in the community.
• Customer service and/or management experience.
• Ability to pass a background check.
• Ability to pass a state licensing exam.
• Age 18 or older and U.S. citizenship.
• Computer with a camera.

Responsibilities

• Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life.
• Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as submitting policies and account maintenance
• Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements

Skills

Ambition & drive

Customer service experience

Management experience

Background check

Licensing exam

US citizenship

Computer with camera

Job description

Melius Consulting in San Diego is seeking a Wealth Management Agent to educate clients and support their financial goals. Training is provided by our leadership, with no prior financial experience required; we value educators, military personnel, and public servants who want to grow.

Responsibilities include guiding clients through solutions for personal and business needs, maintaining compliance, and delivering professional service with initiative. Remote/hybrid work options are available.