Financial Advisor

Overview

We are looking for SERIOUS, HARDWORKING, and DRIVEN individuals for remote positions.

We will give you all the tools you need to succeed and be surrounded by a group of highly motivated individuals from all over the country that LOVE HELPING people by bringing financial literacy and strategies to families.

We are a multi-lingual, multi-cultural organization that strongly believes in empowering others through financial education and creating generational wealth.

As a Financial Advisor, you’ll help clients make informed decisions about their financial goals. You’ll assess their needs, explain investment and financial products, and develop plans that may include wealth management, investment management, cash management, and estate planning.

Uncapped income. Be a part of a movement that is changing lives!

Responsibilities

• Build trusted client relationships through responsive communication and ongoing investment client management.
• Review financial information, conduct research and financial analysis, and develop financial planning and portfolio management recommendations.
• Explain financial markets, banking services, financial products, and investment risks in accessible terms.
• Support asset management and investment management advisory services while following applicable financial compliance requirements.
• Maintain accurate client records using financial software and customer relationship management tools.

Qualifications

• Must be 18+
• Must be Authorized to work in the U.S.
• Must be able to pass a background check required
• Knowledge of financial concepts a plus but not required. Extensive Training provided
• Life + Health Insurance License- must possess or be willing to obtain
• Series 6, 63, 65, 66 or 7 licenses are a bonus!

Pay: $20,000.00 - $100,000.00 per year

Benefits

• Flexible schedule
• Professional development assistance

Work Location: Remote