Financial Professional - Entry Level

Position Overview

We are seeking a Financial Professional, available for part‐time or full‐time work, to join our rapidly expanding firm across North America. Our mission is to deliver a complimentary financial plan to individuals, families, and business owners who may be overlooked by traditional services. This entry‐level professional opportunity comes with world‐class, in‐depth training that will equip you to consult on retirement planning, college funding, investments, and more. With strong potential for advancement into management and leadership, you will be part of a team that values hard work, excellent communication, and a passion for helping others.

Job Types: Full-time, Part-time Expected Hours: 4–40 per week Work Location: Remote

Key Responsibilities

• Study, learn, and execute through on-the-job training
• Shadow client meetings, plan designs, and presentations
• Analyze client financials to determine needs and risk tolerance
• Review available options and recommend services that fit client needs
• Participate in marketing and expansion strategies

Required Qualifications

• Minimum 18 years of age
• Legal U.S. resident, citizen, or work permit holder with SSN
• Valid U.S. government-issued ID
• Soft background check and no criminal history/record
• A working laptop and reliable internet connection
• Able to complete licensing requirements within 30 days
• Accountability and a high level of integrity

Preferred Qualifications

• Honesty and integrity as core personal values
• Belief in and passion for our mission and cause
• An entrepreneurial spirit with a desire for personal growth
• Leadership potential or interest in developing leadership skills
• Self-starter who can work independently and as part of a team
• Background in sports, club/team activities, sales, or teaching is a plus

Benefits & Perks

• Compensation: $50,000.00 - $100,000.00 per year
• Full, in-depth training program
• Flexible schedule
• Part-time and full-time positions available
• Exciting work environment with unlimited growth potential
• Work from home