Note: The job is a remote job and is open to candidates in USA. Davis Family Financial is dedicated to putting the needs of families at the forefront of financial decision-making. They are seeking a hard-working individual with good communication skills to join their team as a Financial Consultant, where you will learn to assist clients in achieving their financial goals through personalized financial planning.
Responsibilities
- 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, to help them achieve their short-term and long-term financial goals through our financial solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance)
- Participate in a training program as an entry-level financial professional and potentially develop into management and leadership positions
Skills
- Minimum 18 years of age
- Legal U.S. Resident, Citizen, or Work Permit with SSN
- Soft background check required
- Able to complete licensing requirements within 14 days
- Entrepreneurial spirit is key
Benefits
- Provide a complimentary financial plan for anyone who needs help
- Start a training program as an entry-level financial professional
- Potentially develop into management and leadership positions
- A flexible schedule is available
- You have complete control on how and when you want to work
Company Overview