Financial Planner
Overview:
Join our team as a Financial Planner and be part of a rapidly expanding firm dedicated to providing comprehensive financial planning services across North America. We offer a supportive and educational environment where you can develop your skills and help individuals from diverse backgrounds achieve their financial goals.
Responsibilities:
- Engage in on-the-job training to enhance your financial planning expertise
- Attend client meetings to observe, assist in plan designs, and deliver presentations
- Conduct financial analysis to assess client needs and risk tolerance
- Present suitable financial options to clients based on their requirements
- Contribute to marketing initiatives and business growth strategies
Qualifications:
- Minimum age of 18 years
- Legal U.S. Resident, Citizen, or Work Permit holder with SSN
- Clear background check without any criminal history
- Access to a laptop and internet connection
- Willingness to fulfill licensing requirements within 30 days
- Demonstrated accountability and integrity
Preferred Qualities:
We seek individuals who embody the following qualities:
- Commitment to honesty and integrity
- Alignment with our mission and values
- Entrepreneurial mindset with a focus on personal growth
- Leadership potential or interest in developing leadership skills
- Self-motivated, goal-oriented, and capable of working independently or collaboratively
Income Model:
- 1099 income structure with unlimited earning potential
- Residual income based on annual client contract renewals
- Passive income opportunities for agency development
- Equity asset ownership and business partnership prospects
- Performance-based bonuses and incentives
- Possibility of international travel opportunities
If you are looking for a rewarding career in financial planning, where you can make a difference in people's lives while enjoying growth opportunities and a supportive work environment, we encourage you to apply. Please note that this position is only open to candidates residing in the U.S. and does not support work visa applications.
Job Types: Full-time, Part-time
Pay: $40,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Schedule:
Work Location: Remote
