COMPANY DESCRIPTION:

We’re a dynamic Texas financial agency seeking a passionate and results-driven Independent Contractor to join our growing team. Our mission is to empower individuals and families to achieve their financial goals through personalized planning and expert guidance.

QUALIFICATIONS:

• Passion for Financial Planning: A genuine desire to help people achieve financial success.
• Strong Communication Skills: Ability to build rapport with clients and explain complex financial concepts clearly.
• Problem-Solving Skills: The ability to analyze client situations and develop effective solutions.
• Entrepreneurial Spirit: A self-motivated mindset and a drive to succeed.

ROLE DESCRIPTION:

As an Entry-Level Financial Consultant Partner, you’ll play a pivotal role in helping clients navigate their financial journeys. We’ll provide you with the training, tools, and support you need to build a successful career in financial planning.

KEY RESPONSIBILITIES:

• Client Consultation: Conduct in-depth consultations to understand clients’ unique financial needs, goals, and risk tolerance.
• Financial Planning: Develop personalized financial plans, including investment strategies, retirement planning, and debt management solutions.
• Client Education: Educate clients on financial concepts and empower them to make informed decisions.
• Relationship Building: Foster strong client relationships through exceptional service and trust.
• Professional Development: Continuously learn and stay updated on industry trends to provide the best possible advice.