Financial Services Associate

Are you ready for a new opportunity where you can develop new skills or transfer your experience to a fulfilling career and business?

You will be provided the training and mentorship needed to learn and grow as a financial services professional. You will be part of a team of professionals.

We are seeking talent from all credible backgrounds. We are looking for candidates who are looking for career growth and enjoy helping others achieve their financial goals.

The ideal candidate is self-motivated, seeks leadership development and appreciates a flexible, but full schedule. We are based in Los Angeles, CA.

You will work 100% remotely.

You will gain financial advisory skills through a specific, proven on-boarding process and will be able to effectively apply your skills to build a business, generate clients, meet with clients, and deliver consultative financial advice.

This is an opportunity to learn or expand your industry experience, earn income, and build a career with long term growth potential.

We are a financial services group that unites a diverse group of individuals with a single goal to help people and business owners build a solid financial foundation, so they live the life they want.

We work as fiduciaries, encourage financial literacy, and distribute a broad mix of financial solutions from national highly rated providers.

We are backed by an international global fortune 500 company with over $400 billion assets under management.

Financial Planning & Activities

• New client generation utilizing traditional and digital channels
• Meet with new clients to determine goals
• Utilize financial illustration software and analyze solutions.
• Deliver a personalized financial plan
• Communicate with clients
• Develop leadership skills
• Business expansion in all states
• Deepen knowledge and skills

Candidate characteristics

• Passion for being money smart
• Transfer previous career skills
• Entrepreneurial spirit
• Leadership development
• Virtual working skills
• Strong communication skills
• Self-driven
• Twin career possibility
• People skills, team player
• 3 + year work experience or college degree + 2 years’ work experience
• Candidates with prior experience that have demonstrated success in the role : entrepreneurs, social media, AI, return from career-break, work from home, athletes, real estate, military, life insurance, financial, business owners, recruiters, public speakers, economics, accounting, CPA, sales, legal, nurses, teachers, non-profit.
• Licenses / Required : Life, Health Insurance License (already licensed preferred) or obtain within 21 days.
• Legally able to work in the United States
• Must pass background check and obtain required licenses and CE certificates
• This role is offered 100% remote nationwide. Actively seeking candidates in : Los Angeles, San Diego, San Francisco, California, Hawaii, Arizona, Texas, Tennessee, Colorado, Georgia, Michigan, New York, North Carolina, Virginia
• Compensation : Commission pay, bonus pay and residual income. The right business minded individuals earn income of $67,000- $132,000.

We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.