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PF

PaperClip Finance

via SimplyHired

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Entry Level Financial Consultant

Anywhere
Full-time, Part-time
Posted 1/8/2026
Verified Source
Key Skills:
Communication & Documentation
Stakeholder Engagement
Workflow Optimization

Compensation

Salary Range

$50K - 75K a year

Responsibilities

Assist clients in achieving financial goals through training and creating financial roadmaps.

Requirements

Strong communication skills, detail-oriented, ability to work remotely, and multitasking abilities.

Full Description

Job Title: Entry Level Financial Consultant Who We Are Looking For: We are seeking individuals who are hard-working, dedicated, and motivated to begin a training program as a financial consultant. Our goal is to help candidates grow into management and leadership positions, as we only promote from within to oversee new offices as they open. No prior finance experience is required. Through our in-depth training program, you will learn how to: • Speak with individuals, families, and business owners • Discuss their financial goals, dreams, and aspirations • Create a roadmap to help them achieve their goals through our products and services (including retirement planning, college planning, insurance, and investments) Our Company Offers: • Flexible scheduling • Remote work opportunity • Positive and exciting work environment • Part-time and full-time positions available • Unlimited earning potential (1099 commission-based role) • Comprehensive training and mentorship program • Long-term stability and security Qualifications: • Detail-oriented with strong follow-up skills • Strong verbal and written communication skills • Ability to work effectively in a team environment • Skilled at multi-tasking, prioritizing, and managing time efficiently • Able to perform well under pressure and maintain a positive attitude Compensation & Benefits: • Job Types: Full-time, Part-time • Pay: $50,000 – $75,000 per year • Expected Hours: Average 10-20 hours per week • Work from home • Commission pay • Bonus opportunities Work Location: Remote (computer and internet connection required) Job Types: Full-time, Part-time Projected Total Compensation: $50,000.00 - $75,000.00 per year Benefits: • Flexible schedule • Tuition reimbursement • Work from home Application Question(s): • Are you at least 18 years of age? Work Location: Remote

This job posting was last updated on 1/14/2026

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