Part time financial advisor jobs in United States
Are you a business? Hire part time financial advisor candidates in United States
- Financial Services
Financial Advisor19 days ago$2000–$10000 monthlyPart-timeManhattan, New YorkWe 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
No experienceEasy apply - McCain Financial Services
Client Generation Specialist2 months ago$99 hourlyPart-timeOak Lawn, DallasIf you’re fluent in more than one language you are encouraged to apply and state what language you speak and how fluent you are in each language. There is huge potential to move to a licensed financial advisor role making a very high level of income if you’re willing to put in the work, earn the required license and can consistently contribute to the team. Lead Generation Specialist plays a critical role in sales and marketing by identifying and organizing leads as they move through the sales cycle. Here are the key responsibilities of a lead generation specialist: Prospecting Leads: Identify potential clients through relevant channels. The higher $ the client the better. Research prospective customers to identify lead channels. Qualifying Leads: Assess leads based on their levels of interest. Coordinate lead generation campaigns with marketing and sales teams. Content Creation and Outreach: Create and curate content for inbound lead channels. Initiate cold calls, emails, and other outbound communications. Lead Management: Manage leads in the sales pipeline using CRM tools. Collaborate with sales development managers to implement effective sales strategies. Skills for Success: Communication: Expertly communicate with prospects through various channels. Analytical Thinking: Specialists should be able to analyze data, assess lead viability, and prioritize efforts effectively. Independence and Teamwork: Balancing independence with collaboration is important. Specialists work independently but also coordinate with other team members. Problem-Solving: Handling lead challenges and finding creative solutions is essential.
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