Entry Level Retirement Specialist

We are a full‑fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning and consulting. Consultants typically start with us on a limited, part‑time basis, with the potential for immediate leadership advancement.

We utilize every aspect of the financial industry:

• Wealth Management
• Retirement Planning
• Financial Planning
• Business Planning
• Corporate Group Plans
• And more

• Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
• Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
• Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws.
• Maintain strong customer relationships through effective communication and exceptional service.
• Stay up to date on financial regulations and market trends to provide informed advice.

• Entrepreneurial ambition
• Integrity, ethical, and a strong sense of morality
• Passion for making a difference and helping people
• Self‑motivated, accountable, and a team player
• Ability to receive coaching and feedback
• Strong interpersonal skills
• Enjoys working in a fast‑paced, highly productive, value‑driven environment

• Must be Age 18 or over
• Background check required – No criminal history whatsoever
• Willing to obtain a state license if you do not have one yet

• A competitive training program to help you get started
• Mentorship and professional development training throughout your entire career
• A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
• The opportunity to pursue leadership and specialized roles
• Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management

Our financial consultants are paid in various ways, depending on the licenses obtained:

(Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)