Now seeking a few ambitious & driven individuals to step into a part time leadership role. We are looking for candidates who want to make a positive impact in our communities. As a part of our team, you will be working to solve one of the world's most pressing issues: financial illiteracy.
We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work.
This position is 100% remote and production based we provide online tools and training in-house. For this reason, no prior financial work experience is required. We are committed to onboarding those with a strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit more than anything else.
If your qualifications seem like a strong fit for the position, we will reach out to you to provide information on the next steps in the Selection Process.
- Customer service, leadership and management backgrounds are preferred
- Must pass a background check
- 18 Years or older
- U.S. citizen
- Training/Coaching included
- Personally customized scheduling
- Financial skills/knowledge not required
- Leadership development
- Entrepreneurially-minded + Self-motivated
- Education/Coaching/Military backgrounds are a great fit!
- Must have a drive, passion and desire to help people!
As a reminder, there are no automatic disqualifiers in our process. Every candidate is evaluated holistically.
As an Associate, you will serve as a key contact and liaison for clients to ensure their total satisfaction. You will interact with clients & associates you are personally responsible for on an ongoing basis, providing the support needed in a timely, professional, and courteous manner. Associates share financial knowledge, education, and strategies for business matters, investments, insurance-based protection, retirement, savings, and estate planning to help clients and business owners progress financially.
You will work with clients to develop customized financial plans that fit their unique needs and goals. You will have the ability to help them understand their financial situation and provide expert advice on how to improve it. From budgeting and debt reduction to investing and retirement planning, you will be there every step of the way to guide and support your clients.
You will be challenged to think creatively and work collaboratively with a team of like-minded individuals who share your passion for making a difference. Your ideas and contributions will be valued and recognized, and you will have the opportunity to grow both personally and professionally.
Advancement & Compensation are scalable based on personalized individual career goals!
Your training is provided in-house in both group and individual settings. All professionals on our platform have access to the training necessary to learn what it takes to be successful. Our system is education focused; experienced brokers and business mentors are here to help you.
We offer access to those that are looking to create a full-time career or one that is part-time to earn additional income. No matter which you choose, we are here to support the growth of your career and goals!
We help make financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.
Please reach out to us if you have any questions. We look forward to reviewing your application.
Remote Entry Level Financial Services Associate • California, United States
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