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Remote Financial Professional - PT/FT Opportunities

Remote, USA Full-time Posted 2025-04-16

Job Overview

Are you seeking a rewarding remote career path that offers flexibility and growth? This position is tailored for both seasoned professionals and those looking to supplement their income. Prior experience in finance is not necessary, as we provide a comprehensive training program designed to equip you for success.

Key Responsibilities

We are in search of driven, committed, and results-oriented individuals to join our team as financial professionals. Your role will involve delivering customized financial solutions to effectively address the diverse needs of clients. You will have the opportunity to engage with respected, A+ rated financial firms while enhancing your skills and progressing your career.
?? Conduct Financial Needs Analyses (FNA) to deliver personalized solutions.
?? Assist individuals, families, and business owners in attaining financial stability through services such as:
?? Asset protection
?? Wealth building and legacy planning
?? Implementation of index strategies
?? Debt management services
?? Estate planning with access to legal resources
?? Operate your business as an independent contractor under a 1099 structure, driven by performance metrics.

Required Skills

While no financial background is required, candidates with the following experiences may find themselves well-positioned for success:
?? Leadership or managerial roles
?? Public speaking capabilities
?? Customer service experience
?? Sales proficiency
?? Knowledge in banking or accounting
?? Entrepreneurial background

Qualifications
?? Must be at least 18 years of age (as per federal regulations).
?? Successful completion of a background check (no felonies permitted).
?? Must possess or be able to obtain a U.S. Social Security Number.
?? Reside in the U.S., Puerto Rico, or Canada during the licensing process.

Career Growth Opportunities

Join our team and embark on a pathway that fosters professional development. Many new hires start as part-time or referral partners and transition to full-time roles as they advance. You will receive daily training sessions and mentorship from seasoned professionals, equipping you with the necessary skills to thrive in your career.

Compensation And Benefits
?? Earning Potential: (36,000 - )125,000+ per year (1099, production-based).
?? Unlimited earning potential through commissions, bonuses, stock options, and profit sharing.
?? Bi-monthly payments of 8-9 times.
?? Ownership of your client portfolio, complete with equity and beneficiary rights.
?? Complimentary performance-driven training and promotional opportunities.
?? Recognition programs with world-class incentive trips for top achievers.

Why Join Us?

This role transcends a mere job; it represents a unique opportunity to shape your career, enhance financial independence, and contribute meaningfully to clients?? lives. If you are prepared to embark on an exciting and flexible career journey, we invite you to apply today and take the first step toward a brighter future!

Employment Type: Other

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