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Financial Services

via LinkedIn

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Financial Planner and Analyzer

Anywhere
contractor
Posted 9/3/2025
Verified Source
Key Skills:
Financial planning
Client consultation
Sales skills
Market trend analysis
Customer service

Compensation

Salary Range

$40K - 70K a year

Responsibilities

Provide financial guidance to clients, participate in marketing efforts, and pursue leadership roles through training.

Requirements

Must be 18+, legal US resident, able to complete licensing within 60 days, and possess integrity and accountability.

Full Description

Please Read Description Carefully*** Glad you are here and that our company peaked your interest! We are seeking a motivated and detail-oriented Financial Planner & Analyzer to join our team. In this role, you will be responsible for providing clients with financial guidance, helping them make informed decisions about their financial futures. You will analyze market trends, communicate effectively with clients, and offer tailored solutions that meet their needs. The ideal candidate will possess strong sales skills and a passion for helping others achieve their financial goals. OUR COMPANY OFFERS • Flexible Schedule • Part-Time and Full-Time Positions • Unlimited Company Growth Potential • World-class financial education & training program (NO experience required) KEY RESPONSIBILITIES • Provide exceptional customer service • Participate in marketing and expansion strategies and efforts • Consult, educate, and connect clients with financial protection, investment, and preservation strategies • Move towards a leadership role within the firm, using mentors and training for support MULTIPLE METHODS OF COMPENSATION in Financial Services • Commission income only with no ceiling*** • Residual income (paid from work done last year, every year) • Passive income (income from clientele group) • Bonuses, paid world travel, and more BASE QUALIFICATIONS • Minimum 18 years of age** • Legal U.S. Resident, Citizen, or Work Permit with SSN** • Able to complete licensing requirements within 60 days • Accountable with a high level of integrity (critical in this regulated and customer-based industry) PREFERRED QUALITIES • Accountable and Ethical (do what you say you will do) • Ability to work independently with a strong support team • Good at follow-through and completing tasks • Self-Starter • Teachable and open to becoming professionally trained KEY BENEFITS • Option to work remotely (in the office, at home, or anywhere) • Choose an area of interest and work flexible hours • High-Income Professional Industry (training and state license) • Associate position with rapid advancement capability to management and increased income About Us We have helped over 30,000 clients with financial solutions from trusted brands and companies like Prudential, John Hancock, Corebridge, Lincoln financial group, Fidelity. We have offices throughout the country and continue to grow through our training program and leadership. Our mission is to help families and business owners understand and feel better about their finances and futures. Our approach is rooted in education, aiming to share our expertise with people from various backgrounds. Unlike traditional financial services, our firm does not impose a specific net worth or minimum investment requirement to get started. We offer a complimentary financial plan to those seeking assistance or feeling overlooked by the conventional financial services sector. In the current economic climate, where retirements are at risk, our services become even more crucial in providing families with solutions. Our goal is to be a solution to the financial challenges many face today and in the future. Distinguishing ourselves through a comprehensive range of services and an educational approach, our expanding firm is seeking individuals for training. The goal is to help convert clients' portfolios into tax-free vehicles for retirement and preserve wealth.

This job posting was last updated on 9/10/2025

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