Financial Services Consultant

We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. Role consists of helping a wide range of clientele with full fledged financial planning and consulting. Consultants typically start with us on a limited part time basis while also having potential immediate leadership advancement.

• Wealth Management
• Retirement Planning
• Tax Deductions
• College Funding
• Wealth Preservation (Insurance)
• Business Planning
• Corporate Group Plans
• And more...

• 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 over the age of 18
• Some college; BS/BA preferred
• Driver's License
• Background check required - No criminal history whatsoever
• Willing to obtain a state license if you do not have one yet.
• 2-3 years of customer service/client interaction recommended (not required)

• You create your own beside weekly trainings.

• 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
• Solely Performance-Based (income tax benefits)

Our financial consultants are paid in various different ways depending on licenses obtained

(Residuals, Renewals, Commissions, Assets Under Management, Monthly - quarterly bonuses)