Entry Level Financial Planning
About the role
Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.
Responsibilities
- Sit down with an individual, family, or business owner
- Have a conversation about their financial goals and dreams
- Create a game plan or roadmap to help them achieve their short-term and long-term financial goals
- Utilize financial solutions, products, and services such as retirement planning, wealth accumulation, college planning, investments, and insurance
Qualifications
- Minimum 18 years of age
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Soft background check required
- Able to complete licensing requirements within 14 days
Benefits
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financial solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance)
Pay
Flexible schedule is available