Financial Services Consultant

Earn $100K Part-Time with lifelong residual income

Company Description

TJW Wealth, based in Austin, Texas, is founded on the principles of hard work, honesty, and personalized care. Established by lifelong friends Trevor Jackson and Jack Waldron, the firm was created to address the lack of individualized financial guidance in the industry. TJW Wealth is committed to offering customized financial strategies tailored to the unique needs of individuals, families, and businesses.

With a focus on genuine relationships, simple education and small-town values, TJW Wealth strives to guide clients toward financial freedom with a holistic, people-first approach.

This is a part-time hybrid role for a Financial Services Consultant, based in the Austin with opportunities to work both in-office and remotely. Options to advance to a full-time will be available. The Financial Services Consultant will learn to provide client-focused financial advice, conduct in-depth financial analyses, and assist in developing customized strategies to meet clients' financial goals. You will have a mentor to bring you along every step!

Additional responsibilities include maintaining client relationships, offering guidance on financial services, and collaborating with team members to deliver high-quality consulting services.

• Consulting expertise to provide tailored and strategic guidance
• Excellent communication skills, both verbal and written, for client engagement and team collaboration
• Ability to work independently in a hybrid work environment with time management capabilities
• Previous experience in marketing or sales is helpful
• Passion for helping individuals, families, and businesses achieve financial success