Level Up Financial Group

Assist clients with financial needs, build financial plans, conduct assessments, prepare reports, and ensure regulatory compliance in a part-time remote role. | Willingness to train, obtain state license, work part-time remotely, and provide financial advice without quotas. | We are education focused and help clients with a 3 box system. 1 proper life insurance without clauses or exclusions. 2 High yield savings for emergencies and 3 Retirement usually in the form of a Roth IRA. Part time is for people who may have other careers and are just looking to bring in extra income. Everything is done at your own pace and time, no quotas or minimum hours. We have an amazing training program you would go through at your convenience as well. Our starting position would allow you to obtain a state license, which we help sponsor. This is a part time remote position for a financial Rep. the financial Rep will be responsible for assisting clients with their financial needs, providing accurate financial information, and maintaining client accounts. This will mostly include building financial plans for our clients. Daily tasks include conducting financial assessments, offering advice on investment opportunities, preparing financial reports, and ensuring compliance with financial regulations. This role involves the representative to be willing to train and assist others as needed. This is plenty of room for growth for the representative. Including promotions, bonuses,and even ownership.