We are a wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with holistic financial planning and consulting. Consultants typically start with us on a limited part time basis while also having potential immediate leadership advancement.

We utilize every aspect of the financial industry:

• Retirement Planning
• Tax Deductions
• College Funding
• Wealth Preservation (Insurance)
• Business Planning
• Corporate Group Plans
• And more…

Qualities we’re looking for:

• Entrepreneurial ambitions
• Integrity, ethics 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

Requirements

• Must be over the age of 18
• Some college; BS/BA preferred
• Driver’s License
• Background check required - No criminal history whatsoever
• Willing to obtain a state license if you do not have one yet.
• 2-3 years of customer service/client interaction recommended (not required)

Schedule:

• You create your own beside weekly trainings.

What’s provided:

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

Benefits

• Solely Performance-Based (income tax benefits)

Our financial consultants are paid in various different ways depending on licenses obtained
(Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses)

Please refer the Job description for details