Wealth Planning Consultant: Growth & Flexible Schedule

DT Financial; United States; Remote; USD 25,000 - 50,000; Part time

Benefits offered by this job

Competitive training program

Mentorship and professional development

Culture promoting work/life balance

Job summary

A wealth management firm in the United States seeks financial consultants to assist clientele with comprehensive financial planning and consulting. Candidates should demonstrate integrity, a passion for helping others, and strong interpersonal skills. Education beyond high school is preferred. The role offers flexibility in scheduling, comprehensive training, and opportunities for leadership advancement. A competitive pay structure includes performance-based compensation and various earning modalities.

Qualifications

• Must be over the age of 18.
• Driver's License required.
• Background check required - No criminal history.

Responsibilities

• Help a wide range of clientele with financial planning and consulting.
• Create your own schedule around weekly trainings.

Skills

Integrity

Interpersonal skills

Customer service

Education

Some college; BS/BA preferred

Job description

A wealth management firm in the United States seeks financial consultants to assist clientele with comprehensive financial planning and consulting. Candidates should demonstrate integrity, a passion for helping others, and strong interpersonal skills. Education beyond high school is preferred. The role offers flexibility in scheduling, comprehensive training, and opportunities for leadership advancement. A competitive pay structure includes performance-based compensation and various earning modalities.