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:
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Entrepreneurial ambitions
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Integrity, ethical and a strong sense of morality.
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Passion for making a difference and helping people.
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Self-motivated, accountable, and a team player.
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Ability to receive coaching and feedback.
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Strong interpersonal skills
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Self-motivated
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Enjoys working in a fast-paced, highly productive, value-driven environment
This Company Describes Its Culture as:
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Innovative — innovative and risk-taking
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People-oriented — supportive and fairness-focused
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Team-oriented — cooperative and collaborative
Schedule:
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You create your own beside weekly virtual trainings totaling 3 hours.
By joining our team, you’ll have access to:
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An award-winning training program to help you get started
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Mentorship and professional development training throughout your entire career
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A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
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The opportunity to pursue leadership and specialized roles
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Exceptional income potential, as your hard work will directly relate to your sales results (Up front incentive AND re-occurring revenue)
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Our financial consultants are compensated through commissions, bonuses, repeat business, and client retention
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Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
Job Requirements:
Requirements
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Customer service/Public relations experience is a plus
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Must be over the age of 18
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Some college; BS/BA preferred
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Driver’s License/Reliable transportation
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Soft background check required
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Willing to obtain a state license if you do not have one yet.
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No criminal history/records
This Role Is Ideal for Someone Who Is:
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Dependable — more reliable than spontaneous
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Action-oriented — enjoys taking on challenges, even if they might fail
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Innovative — prefers working in unconventional ways or on tasks that require creativity
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High stress tolerance — thrives in a high-pressure environment
Benefits
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Solely Performance-Based (income tax benefits)
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Can Be Done Remotely