Job Description

This is a FULLY REMOTE position. Are you ready to begin a fulfilling new chapter in the world of finance, all from the convenience of your home? We're looking for motivated, mission-focused individuals to join our team as Entry-Level Financial Professionals in the Dallas area and beyond. With robust remote training and development support, you’ll launch your career in one of today’s most in-demand industries. Perks of Working With Us: • Remote training and continuous mentorship • Support for ongoing education and licensing • Flexible hours to support a healthy work-life balance • Corporate discounts for certifications and professional growth Your Next Step Starts Here—Apply Now! We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered. Responsibilities: • Partner with clients to evaluate their financial goals and design customized strategies. • Deliver a full spectrum of services, including investment planning, retirement solutions, insurance protection, and college savings programs. • Educate clients on essential financial principles to empower confident, well-informed decision-making. • Cultivate and sustain long-term relationships through regular follow-ups and personalized support. • Engage in continuous training to sharpen expertise and remain up to date with industry trends. • Pursue career growth opportunities with clear pathways to leadership and management roles. Qualifications: • Must be legally eligible to work in the United States with a U.S. phone number. • Strong communication and people skills. • Self-driven with a willingness to learn and improve. • No previous experience in finance is required—our training program will guide you. • Comfortable working both independently and in a collaborative team environment. • Passionate about helping others and solving problems. • Open to part-time or full-time scheduling with flexibility. About Company: Our goal is to take an educational approach and deliver our expertise to people from all walks of life. Our firm does not require a certain net worth or a minimum investment to get started. We will provide a free financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.

Job Tags

Full time, Part time, Remote work, Flexible hours,

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