Financial Services Professional

About Us

Our firm has established a strong presence in the financial services sector and is experiencing rapid growth. We operate as a non-captive broker-dealer, partnering with leading names such as Fidelity & Guarantee, Prudential, John Hancock, and more to offer the products and services we represent. Financial professionals have recently been ranked as the #1 growing career by the U.S. Department of Labor. In today’s climate, with many individuals facing retirement uncertainty, our services are essential for helping families secure their financial future. We differentiate ourselves through a comprehensive, educational approach that enables clients to make informed financial decisions for their families.

Who We're Looking For

Prior experience isn’t required. We seek hardworking, dedicated individuals who are eager to start a rigorous training program to develop into management and leadership roles (advancement is exclusively internal) to oversee new offices. Through our thorough training, you will learn to meet with individuals, families, or business owners, discuss their financial goals and dreams, and help craft a roadmap to reach those goals using the products and services we offer (including retirement planning, college planning, investments, and insurance).

Responsibilities

Engage with clients to explore financial objectives, provide guidance, and collaborate on creating personalized plans that align with their goals using our product suite.

Our Company Offers

• Remote Work
• Full, In-Depth Training & Mentorship Program
• Flexible Schedule
• Part-Time and Full-Time Positions Available
• Exciting Work Environment
• Unlimited Growth Potential
• Stability and Security

Qualifications

• Outstanding communication skills, both verbal and written
• Able to work effectively in a team environment
• Detail-oriented with strong follow-up abilities
• Ability to work under pressure while maintaining a positive attitude
• Capable of multitasking, prioritizing, and managing time efficiently

Benefits

• Flexible schedule
• Paid time off
• Work from home
• Health Insurance

Pay & Hours

Pay: $30,000.00 - $150,000.00 per year

Expected hours: 15 – 60.0 per week

Job Types

• Full-time
• Part-time

Work Location

Remote

Location

United States