Financial Services Associate

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:

• 100% Remote
• Multiple office locations

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