Entry Level - Financial Planner
Applicants must reside in the United States.
This an opportunity in leadership with a focus on educating our clientele on financial concepts and options available to them.
Our mission and vision is to impact our communities through financial literacy, as well as offering the best-in-class financial products and services.
We are a team oriented environment. If you feel you meet the qualities below, we would love to hear from you.
Performance based pay - with opportunity for renewals and residuals (Passive Income)
- Qualities we're looking for:
- Entrepreneurial
- Ambitious
- Self-motivated
- Team Player
- Coachable
- Integrity and strong sense of ethics
- Passion for helping people
- Strong interpersonal skills
- Enjoys working in a fast-paced environment
- This Job Is Ideal for Someone Who Is:
- Competitive
- Achievement-oriented
- Growth focused
- Inventive
- This Company Describes Its Culture as:
- Team-oriented
- People focused
- Innovative
- By joining our team, you'll have access to:
- The opportunity to pursue leadership and specialized roles
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
- Exceptional income potential, as your hard work will directly relate to your sales results (Up front incentive AND recurring revenue)
- Our financial representatives are compensated through: commissions, bonuses, repeat business, and client retention
- An award-winning training program to help you get started
- Mentorship and professional development training throughout your entire career
- Responsibilities of the Role:
- Assist in financial analysis and planning for clients.
- Utilize financial software to track and analyze client data.
- Engage in customer relationship management to ensure client satisfaction.
- Collaborate with team members on research and financial services.
- Uphold confidentiality and compliance with financial regulations.
- Benefits:
- Uncapped Income potential
- Growth within the company
- Flexible schedule
- Professional development
- Work Location:
- Multiple locations
- 100% Remote
- Hours per week:
- 10-15
- Schedule:
- Two weekly team meetings
- Flexible schedule
- Additional Benefits:
- Performance-based compensation
- Bonus compensation
- Residual compensation
- Fully remote work
- Flexible schedule
Job Types: Part-time (potential Full Time)
Website: https://www.prevailfinancialgroup.com/
Pay: $65,000.00 - $125,000.00 per year
Expected hours: 5 – 10 per week
- Benefits:
- Life insurance
- Professional development assistance
- Retirement plan
- Schedule:
- Choose your own hours
Job Types: Full-time, Part-time
Pay: $65,000.00 - $125,000.00 per year
- Benefits:
- Financial planning services
- Flexible schedule
- Life insurance
- Professional development assistance
- Retirement plan
- Compensation Package:
- 1099 contract
- Commission pay
Job Type: Part-time
Pay: $65,000.00 - $125,000.00 per year
- Benefits:
- Flexible schedule
- Life insurance
- Professional development assistance
- Retirement plan
- Compensation Package:
- Bonus opportunities
- Commission pay
- Schedule:
- Choose your own hours
Work Location: Remote
Apply Job!