See all roles

Associate Financial Planner Entry-Level

Work from home Full-time role Hiring

About the job: We are looking to rapidly expand providing the perfect opportunity to work from home. This position is for an Entry level financial consultant (part-time or full-time). Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and deliver our expertise to people from all walks of life. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. This is a position for individuals 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 professional and potentially develop into management and leadership positions. There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them 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 financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. Our Company Offers:

  • Flexible schedule
  • Part-Time and Full-Time Positions Available
  • Exciting Work Environment
  • Unlimited Growth Potential
  • Work From Home

Key Responsibilities:

  • Study, Learn, and execute with on-the-job training
  • Shadow client meetings, plan designs and presentations
  • Analyze client financials to determine their needs and risk tolerance
  • Review available options for clients
  • Recommend which areas or services fit the client's need
  • Participate in marketing and expansion strategies

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 30 days
  • Entrepreneurial spirit

Preferred Qualities:

  • Honesty and integrity are characteristics you live by.
  • You value and believe in our mission and cause.
  • You are constantly looking for personal growth.
  • You are a leader or want to learn to lead.
  • You are a self-starter and goal-oriented.
  • You can work independently and work well as a team player.

Income Model:

  • Commission income with uncapped earning potential - ranging $2,500 - $20,000+ per client
  • Residual income per annual client contract anniversary
  • Passive income base for agency development
  • Equity asset and full business ownership
  • Bonuses

Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa. Powered by The Broker Group. Job Types: Full-time, Part-time Pay: $50,000.00 - $150,000.00 per year Benefits:

  • Flexible schedule
  • Professional development assistance

Compensation

Package:

  • Bonus opportunities
  • Commission pay

Schedule:

  • Choose your own hours

Work Location: Remote Apply Job!

You might like

Facilities Technician, Entry-Level

Work from home Full-time role

Entry Level Sales Recruiter

Work from home Full-time role

Entry Level Customer Service Representative

Work from home Full-time role

Remote Part Time Psychologist/Counsellor/Psychotherapist/Social Worker

Work from home Full-time role

Entry Level – Financial Advisor

Work from home Full-time role

Entry-Level Financial Professional

Work from home Full-time role

Remote Kindle Publishing Assistant - No Degree or Experience Required

Work from home Full-time role

Software Developer - Entry Level (Remote)

Work from home Full-time role

Services Project Coordinator (Remote) CST

Work from home Full-time role

Remote Night Jobs Part Time | $25–$35/Hour Work-from-Home Chat Support – Flexible Late-Night Shifts

Work from home Full-time role

Experienced Customer Success Manager – Driving Growth and Adoption for arenaflex's Enterprise Clients

Work from home Full-time role

AI Implementation Assistant

Work from home Full-time role

Grc analyst (regulatory audits)

Work from home Full-time role

Director of Audit - Synergie (Remote)

Work from home Full-time role

Research Writer

Work from home Full-time role

UM Authorization Analyst 2

Work from home Full-time role

[Remote/WFM] Looking for Tutor - AP Environmental Science(Remote)

Work from home Full-time role

Staff Data Analyst, AI Team

Work from home Full-time role

Open Rank Faculty

Work from home Full-time role

Product Compliance Coordinator (Remote)

Work from home Full-time role