Financial Planning Consultant

At Lighthouse Financial Consulting, we are dedicated to helping individuals, families, and businesses achieve financial peace of mind through personalized strategies for long-term growth, security, and legacy planning. We specialize in services such as life insurance, retirement planning, college savings, and wealth preservation, tailored to fit each client’s unique needs. Our approach is rooted in integrity and education, providing clarity and confidence at every financial milestone.

With a commitment to client success, we empower individuals to secure their future, protect what matters most, and live financially free.

This is a full or part-time commission based remote role for a Financial Planning Consultant. The consultant will work closely with clients to assess their financial goals and develop personalized plans for financial growth and security. Day-to-day tasks include conducting financial assessments, creating retirement and investment strategies, providing financial advice, and ensuring the delivery of exceptional client service. The role also involves staying up-to-date on financial trends and regulations to offer informed guidance to clients.

• Strong expertise in Financial Planning, including creating and implementing personalized financial strategies.
• Ability to work a commission based role
• Knowledge and experience in Retirement Planning and Investments to advise clients on long-term growth and security. (If not, we will teach you)
• Familiarity with general finance and Financial Services to ensure well-rounded financial consulting.
• Excellent communication and interpersonal skills to build trust and effectively collaborate with clients.
• Ability to work remotely with a high degree of independence and accountability.