We are expanding our office and seeking motivated individuals to join our team as Financial Advisors. In this role, you'll guide clients in financial planning, investment strategies, and insurance needs. You'll perform financial needs analyses, offer personalized solutions, and build lasting client relationships. We offer comprehensive training, flexible schedules, and the potential for substantial income. Join us to advance your career in a supportive and dynamic environment. Position Overview: As we expand our office, we're looking for driven individuals to join our team as Financial Advisors. In this role, you'll help clients with financial planning, investment strategies, and insurance needs. Your duties will include conducting financial needs assessments, offering customized solutions, and nurturing strong client relationships. Primary Duties: - Provide financial advice and guidance to clients - Perform needs analyses to create tailored financial strategies - Offer expertise in financial planning, asset management, and wealth management - Develop and maintain lasting client relationships - Engage in ongoing training and professional growth Qualifications: - Strong customer service abilities - Preferred experience in management, coordination, or reception - Open to Full-Time and Part-Time candidates - Flexible scheduling options Earnings Potential: - Part-Time Agents: $2,000 - $5,000+ monthly - Full-Time Agents: $5,000 - $10,000+ monthly What We Provide: - Fast Licensing: Obtain your license in just 15-30 days Top-Tier Training: Learn from industry-leading professionals - Daily Earnings: Benefit from daily direct deposits - Training Bonuses: Earn extra incentives during training - Trip Rewards: Earn trips based on performance - Paid Training: Receive financial compensation during training - License Sponsorship: We sponsor state and federal licenses - High Income Potential: Achieve a strong six-figure income within 6-12 months Licenses Available: - Life Insurance - Series 6 Investment - Series 63 - Series 26 Principal Investment - Mortgage Loan Originator
Build and expand a client base by acquiring new clients on an ongoing basis. Offer knowledgeable and customized financial guidance to meet clients' specific needs. Maintain regular contact with clients to stay informed about any changes in their financial status. Sell a range of financial products and services, including investments, business loans, mortgages, and more. While finance experience is not necessary, a keen interest in sales and a drive to succeed are essential. As an advisor at Wall Street Consulting, you will have the opportunity to build your own book of business with support from our comprehensive training programs. This typically involves a strong focus on sales initially, requiring a sales-oriented and entrepreneurial mindset. Skills: Excellent communication skills to effectively interact with clients. Interest in sales, marketing, and entrepreneurship. Results-driven, highly motivated, and proactive self-starter. Fluency in both English and Mandarin/Cantonese (Bilingual). Bachelor's degree preferred, and prior sales experience or financial-related experience is a plus. Job Type: Full-time, with a monthly allowance plus commission. Benefits: Optional Practical Training (OPT) and Curricular Practical Training (CPT) available. Possibility of H1-B visa sponsorship based on work performance. Experience: Preferably 1 year of relevant experience and 1 year in the finance industry.