Financial Planning Consultant
# Financial Planning Consultant **Seminal Financial Services** · Remote · `Remote` 🕒 **Статус:** *Опубликовано: 6 дней назад* · *Источник: Indeed* --- ### About the Role Job Opportunity We’re growing our organization and looking for motivated people who are interested in a work-from-home opportunity . Whether you’re looking for better work-life balance, a flexible schedule, or a way to earn some extra income, this could be a great fit. About Us Seminal Financial Services is a small financial services firm that takes an educational approach to personal finance. We focus on helping everyday people better understand their finances and make informed decisions for their future. Our goal is to educate and support thousands of families over the next five years. Through partnerships with leading companies, including Fortune 500 organizations, we’re able to provide complimentary financial plans to individuals and families who are looking for guidance. Who We’re Looking For We’re looking for people who are: · Hard-working and motivated · Good communicators · Comfortable working with and helping others Honesty and integrity are characteristics you live by You can work independently and work well as a team player · Interested in developing customer service and leadership skills · Open to learning and growing within the organization Our “Leave No Family Behind” mission is all about helping people from different backgrounds and communities. You’ll have the opportunity to start at an entry level, learn the business, develop your skills, and work your way toward leadership. If you’re motivated, willing to learn, and looking for a flexible opportunity where you can grow, we’d love to connect with you. Learn on the Job Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner and have a conversation with them about their financial goals and dreams. As a consultant you will help create a roadmap to help them achieve their short-term and long-term financial goals. You will do this by utilizing our proven financials solutions, products and services we provide (including but not limited to retirement planning, wealth accumulation, college planning, investments, and insurance). Key Responsibilities: Study, learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients and make recommendations that fit client needs Participate in marketing and expansion strategies Qualifications: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 30 days Entrepreneurial spirit is key Our Company Offers: Flexible schedule, including part-time and full-time opportunities Remote Dynamic, friendly and diverse work environment Unlimited growth potential Income: 100% COMMISSION Commission income with no ceiling- ranging $2,500- $20,000 per client or more Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses *This is not a salaried position. This can be an uncapped part-time opportunity for those looking for an additional source of income. Pay: $80,387.66 - $96,810.95 per year Work Location: Remote
Наблюдалась 2026-09-21, впервые 2026-09-15, источник — Indeed.