Equity Specialist

We are a full-fledged wealth and financial consulting firm. We represent over 100 A-rated financial companies. Role consists of helping a wide range of clientel with full fledged financial planning and consulting. Consultants typically start with us on a limited part time basis while also having potential advancement.

Qualities we’re looking for:

  • Entrepreneurial ambitions

  • Integrity, ethical and a strong sense of morality.

  • Passion for making a difference and helping people.

  • Self-motivated, accountable, and a team player.

  • Ability to receive coaching and feedback.

  • Strong interpersonal skills

  • Self-motivated

  • Enjoys working in a fast-paced, highly productive, value-driven environment

This Company Describes Its Culture as:

  • Innovative — innovative and risk-taking

  • People-oriented — supportive and fairness-focused

  • Team-oriented — cooperative and collaborative

Schedule:

  • You create your own beside weekly virtual  trainings totaling 3 hours.

By joining our team, you’ll have access to:

  • An award-winning training program to help you get started

  • Mentorship and professional development training throughout your entire career

  • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards

  • The opportunity to pursue leadership and specialized roles

  • Exceptional income potential, as your hard work will directly relate to your sales results (Up front incentive AND re-occurring revenue)

  • Our financial consultants are compensated through commissions, bonuses, repeat business, and client retention

  • Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management 

Job Requirements:

Requirements

  • Customer service/Public relations experience is a plus

  • Must be over the age of 18

  • Some college; BS/BA preferred

  • Driver’s License/Reliable transportation

  • Soft background check required

  • Willing to obtain a state license if you do not have one yet.

  • No criminal history/records

This Role Is Ideal for Someone Who Is:

  • Dependable — more reliable than spontaneous

  • Action-oriented — enjoys taking on challenges, even if they might fail

  • Innovative — prefers working in unconventional ways or on tasks that require creativity

  • High stress tolerance — thrives in a high-pressure environment

Benefits

  • Solely Performance-Based (income tax benefits)

  • Can Be Done Remotely

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