Financial Services Professional
Job Description
About the Firm
We are a growing financial services firm operating under a non-captive broker-dealer model, collaborating with leading providers such as Fidelity & Guarantee, Prudential, John Hancock, and more to offer a wide range of products. The financial services field has been recognized as the #1 growing career by the U.S. Department of Labor. In a period of economic challenges when many retirees face uncertainty, our guidance helps families secure a solid path forward. Our differentiator lies in our comprehensive, educational approach that empowers clients to make well-informed financial decisions for their families.
Who We're Looking For
No prior experience is required. We’re seeking hardworking, dedicated individuals who are eager to begin a thorough training program as financial professionals and to progress into management and leadership roles, as we promote internally. Through our program, you’ll learn to meet with individuals, families, or business owners, discuss their financial goals, and craft a practical roadmap—covering retirement planning, college planning, investments, and insurance—to help them reach their objectives.
What We Offer
- Remote work options
- Comprehensive training and mentorship
- Flexible scheduling
- Part-time and full-time opportunities
- Dynamic work environment
- Unlimited growth potential
- Stability and security
Qualifications
- Excellent verbal and written communication skills
- Ability to thrive in a collaborative team setting
- Detail-oriented with strong follow-up capabilities
- Resilient under pressure with a positive attitude
- Strong multitasking, prioritization, and time-management abilities
Benefits
- Flexible schedule
- Paid time off
- Work from home
- Health insurance
Compensation & Schedule
Salary range: $30,000.00 - $150,000.00 per year. Expected hours: 15–60 per week.
Work Location & Details
- Location: United States
- Work Location: Remote
- Job Types: Full-time, Part-time
- Pay: $30,000.00 - $150,000.00 per year
- Expected hours: 15 – 60 per week