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...

Responsibilities

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.

Qualities we're looking for:

Entrepreneurial ambitions

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

Self-motivated

Enjoys working in a fast-paced, highly productive, value-driven environment

Requirements - (PLEASE READ)

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.

What's provided:

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)