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Financial Advisor

Remote Client Planning Advisor — Entry Level

Remote / Online - Candidates ideally in
Concord, Contra Costa County, California, 94527, USA
Listing for: Phx Legacy Inc
Remote/Work from Home position
Listed on 2025-12-31
Job specializations:
  • Business
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 10000 - 60000 USD Yearly USD 10000.00 60000.00 YEAR
Job Description & How to Apply Below
A leading financial planning company is seeking motivated individuals for the role of Client Planning Advisor. This entry-level remote position involves working with clients to develop personalized plans for their financial protection and goals. No prior experience is required, as full training and licensing will be provided. Successful candidates will possess strong communication skills, be dependable, and have a growth mindset.

Join a supportive team that offers clear pathways for career advancement.
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Position Requirements
Less than 1 Year work experience
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