Finance Professional - Entry Level

Overview

Are you interested in understanding how money works and helping others become more financially informed?

We’re looking for individuals who value financial education, personal development and the opportunity to build an independent career in the financial services industry.

This opportunity may be a strong fit for someone who

• Has an interest in financial education and helping people make informed decisions
• Is considering a career change or looking for a new professional direction
• Values independence and the ability to build their own business
• Is motivated to learn, grow, and develop leadership skills
• Enjoys working with people and building professional relationships
• Is willing to obtain the appropriate Life & Health insurance license (company discount and potential licensing reimbursement program)

This is an independent, 1099 opportunity with training, mentorship and access to resources designed to help you develop your financial services knowledge and professional skills.

If you’ve ever thought, “I want to understand how money really works,” this may be worth exploring.

Responsibilities

• Develop and implement personalized financial plans that encompass estate planning, tax strategies, and investment management.
• Manage client portfolios by monitoring market trends, conducting financial analysis, and adjusting strategies to optimize trending outcomes.
• Maintain ongoing client relationships through regular communication, updates on financial markets, and tailored financial strategies.
• Collaborate with internal teams to deliver comprehensive wealth management services, including cash management, accounting, and asset management.
• Ensure adherence to industry standards and other regulatory requirements through diligent compliance practices.
• Conduct research on financial markets and products to stay ahead of industry developments and provide clients with innovative options.

What You Will Learn

• Expertise in estate planning, wills, trusts & estate law, and tax strategies.
• Demonstrated knowledge of wealth management and financial analysis techniques.
• Familiarity with financial software tools used for portfolio management and client relationship management (CRM).
• Strong communication skills to effectively explain complex financial concepts to clients of diverse backgrounds.

Join us as a Financial Services Partner to empower clients with expert guidance while advancing your career in a fast-paced, rewarding environment dedicated to excellence in financial services!

Pay: $1,500.00 - $10,000.00 per month

Benefits

• Flexible schedule
• Professional development assistance

Application Question(s)

• Are you comfortable working in a 100% commission-based independent-contractor position?
• Do you have reliable internet access and a computer suitable for remote work?
• Will you ever require sponsorship to work in the US?
• Are you willing to obtain a life and health insurance license in your resident state within the US?

Work Location: Remote