Financial Professional

About the job

Now looking for a few select ambitious & driven individuals to step into a part time or full time opportunity! We are looking for candidates who want to make a positive impact in communities. As a part of our team you will be working to solve some of the worlds most pressing issues like financial literacy and financial education.

We pride ourselves on a commitment to excellence rivaled by none a commitment reflected in all aspects of our work.

Remote opportunity Online tools and training are provided in house.

If your qualifications seem like a strong fit for the position we will reach out to you to provide information on the next steps in the Selection Process.

Customer service leadership and management backgrounds are preferred !
Must pass a background check
18 Years or older
U.S. citizen
Training/Coaching Included
Personally Customized Scheduling
Flexible hours / days
Financial skills/knowledge not required
Leadership development / Team Development
Entrepreneur motivated personality
Educational/coaching/US Services backgrounds are a great fit !
A drive passion and desire to help people!

As a reminder there are no automatic disqualifiers in our process every candidate is evaluated holistically.

As an Associate you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are directly responsible for on an ongoing basis providing support needed in a timely professional and courteous manner. Associates share financial knowledge education and strategies for business matters investments insurance based protection retirement savings and estate planning to help clients and business owners progress financially.

You will work with clients to develop customized financial plans that fit their unique needs and goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it. From budgeting and debt reduction to investing and retirement planning you will be there every step of the way to guide and support your clients.

You will be challenged to think creatively and work collaboratively with a team of likeminded individuals who share your passion for making a difference. Your ideas and contributions will be valued and recognized and you will have the opportunity to grow both personally and professionally. Advancement & Compensation are scalable based on personalized individual career goals!

Your training is provided in house both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you.

We offer access to those that are looking to create a fulltime career or one that is part time to earn . No matter which you choose we are here to support the growth of your career and goals!

We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.

Lets Build an Army of Educators !!
NO data entry/Marketing/Analyst Roles Needed
(we will reject if this is what you are looking for)

Please reach out to us if you have any questions. We look forward to reviewing your application.

NOT LOOKING FOR SALES REPS. TELEMARKETERS We do not cold call nor go door to door !

Remote Work :

No