Are you a business? Hire financial advisor candidates in United States
ABOUT US Our firm has been leading the financial services industry for over 30 years, and we are rapidly expanding. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educative approach we provide to our clients. So in the end, they are able to make better financial decisions for their family. OUR COMPANY OFFERS: ***REMOTE work Full, In Depth Training & Mentorship Program Flexible Schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential (1099 Commission based income) Stability and Security QUALIFICATIONS: Outstanding communication skills, both verbal & written Able to work effectively in a team environment Detail-oriented and the ability to follow up on tasks Work effectively under pressure and maintain a positive attitude Capable of multi-tasking, prioritizing, and managing time efficiently Although no experience is necessary, we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level financial professional and to develop into management and leadership positions (because we only promote from within) to oversee the new offices we are opening. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap so to say, to help them achieve their financial goals and dreams, through the products and services we provide (which include but are not limited to retirement planning, college planning, investments, & insurance). Responsibilities include but are not limited to: 1. Attend Training Sessions 2. Provide Exceptional Customer Service 3. Participate in marketing and expansion strategies and efforts 4. Consult, educate and connect clients with financial protection, investment, and wealth preservation strategies
Job Overview: We are seeking a motivated Financial Advisor to join our team in a fully remote, commission-only role. This is a 1099 contractor position, ideal for an entrepreneurial professional who excels in providing financial guidance and personalized investment strategies to clients. You’ll have the opportunity to work independently, setting your own schedule while accessing company resources, support, and a broad client base. Key Responsibilities: - Build and manage a client portfolio, cultivating relationships with new clients while maintaining existing ones. - Conduct thorough financial assessments to understand clients’ goals, risk tolerance, and investment preferences. - Provide comprehensive financial planning services, including retirement planning, investment management, tax planning, and estate planning. - Educate clients on various financial products, such as stocks, bonds, mutual funds, insurance, and other investment options. - Design customized investment strategies aligned with clients' short- and long-term goals. - Regularly review and adjust clients’ portfolios to reflect their evolving needs and market trends. - Stay current on financial markets, trends, and regulatory requirements to provide clients with informed guidance. - Collaborate with internal teams as necessary to enhance client offerings and improve service quality. Requirements: - Proven experience as a Financial Advisor, Financial Consultant, or in a similar financial planning role. - Current licenses (Life Insurance, Series 7, Series 66, etc.) or willingness to obtain them if required. - Strong knowledge of financial products, investment strategies, and market trends. - Excellent interpersonal and communication skills to build trust with clients. - Highly motivated, self-directed, and able to work effectively in a remote environment. - Entrepreneurial mindset with a strong drive for commission-based earnings. - Familiarity with financial planning software and CRM systems is preferred. Benefits: - Fully Remote: Work from anywhere with a flexible schedule. - Unlimited Earnings Potential: Commission-only structure allows for unlimited income based on performance. - 1099 Contractor: Independent contractor status for tax flexibility and entrepreneurial independence. - Ongoing Support: Access to company resources, marketing materials, and industry insights to help grow your client base and portfolio. Commissions only Opportunity to obtain life insurance license and Series 6, 7, or 63 licenses based on career development goals and interests. This role is ideal for a self-driven, goal-oriented professional eager to maximize their earning potential and make a lasting impact on clients' financial well-being. If you are ready to build a rewarding, flexible career in financial advising, we encourage you to apply!
This is a hybrid role both remote and in person for a Salesperson at PFS NY. The Salesperson will be responsible for generating leads, pitching products or services, closing sales, and maintaining customer relationships. They will also collaborate with the marketing team to develop strategies, attend sales meetings, and achieve sales targets. Qualifications • Sales experience and strong negotiation skills • Excellent communication and interpersonal abilities • Knowledge of financial products and services • Customer service orientation and persuasion skills • Proven track record of meeting or exceeding sales targets • Ability to work independently and remotely • Bachelor's degree in Business of any field *BUT NOT REQUIRED*
Are you ready to build a rewarding career in financial services? The GA Gerstein Organization, a division of Globe Life American Income, is seeking motivated and driven individuals to join our team as Financial Advisors. Why Join Us? Work from Home: Enjoy the flexibility and convenience of a remote position. Comprehensive Training: Learn the skills needed to succeed in the financial industry. Career Growth: Opportunities for advancement and leadership roles. Meaningful Impact: Help families secure their financial futures. Flexible Schedule: Balance work and personal life effectively. Key Responsibilities: Provide personalized financial planning solutions. Educate clients on financial products and services. Build and maintain strong client relationships. Achieve sales and performance targets. Requirements: Strong communication and interpersonal skills. Ability to manage multiple tasks effectively. A passion for helping others achieve financial security. No prior financial experience is required—training provided! Apply Today! Take the first step toward a fulfilling career. Join the GA Gerstein Organization and become part of a team that values integrity, hard work, and client success—all from the comfort of your home.
We are seeking entrepreneurial sales/CPA's/financial advisors, Realtors, all professionals to inspire and educate clients on a transformative debt reducing and wealth building system. It has an AI based algorithm. This is great for realtors. This is great for professionals with a lot of student loans. This is a commission only opportunity offering $700 per sale during training and $1400 per sale upon completion of training. It's a great add on to whatever else you are doing. Our system has saved hundreds of millions of dollars in interest payments. It provides clients with an easy-to-use online tool to minimize both time and interest paid on all debt. Our solution provides useful information and smart, specific guidance for finding savings opportunities unique to each user. We want to help people understand and do more with their money. Imagine the Possibilities With finances, we too often walk along nearsighted, stumbling into avoidable financial pitfalls. The blurriness of the way impacts the quality of our decisions. To make matters worse, we can look back on our missteps with surprising clarity. How would you craft your life differently if you knew beforehand the impact of all your financial decisions? Our program does just that using the monthly budget. This service can help achieve financial goals through the strategic interest cancellation and wealth-building power of our revolutionary program. Time and interest can be saved on nearly every debt. The key is to make money work smarter, with existing income. It calculates some of the fastest ways to pay off mortgage and consumer debt, and build a substantial savings nest egg based on specific income, payments, living expenses and financial goals. You never have to guess which loans to pay off first, when to pay or how much extra to send. More Possibilities Do faster. Achieve faster. The program offers enhanced features that truly take ones financial life to a new level · Comprehensive budgeting system, fine-tuned to the sensitivity of one's goals. · Enhanced calculations to pay down debt. · Software settings that allow changes to how aggressively to pay down debt and build wealth. · Ability to pay down multiple properties at the same time. · User-friendly software interface. · Personalized coaching. · Automatic account updates. · US based client support. In a nutshell, our program takes sophisticated banking algorithms and manipulates them so that our clients can pay down mortgages, student & auto loans, credit cards, etc., in a fraction of the time. On average, our program can save 1/3rd to 1/2 if not more in not only time but in money. It takes that cancelled interest and it uses it to create wealth. You can use that wealth for other investments, real estate, travel or starting a business. The hidden bonus here is that this is a LIFETIME program. So, if there are costs to these future ventures, just run them through the program to see the real costs and see how quickly you can be & stay debt free. Our program is WARRANTED to work. The best way and only way to see if it benefits you is to have your own report prepared. It’s a navigation system for your finances. It tells you the shortest, most effective way to get to your desired financial destination. And if you miss a turn along the way it recalculates and helps get back on track! Job Type: Flexible Schedule Pay: commission Benefits: Employee discount Flexible schedule Work Location: Remote