What are the responsibilities and job description for the Financial Consultant position at Alpha Wealth Services?
Company Description:
We're a dynamic Texas financial agency seeking a passionate and results-driven Independent Contractor to join our growing team. Our mission is to empower individuals and families to achieve their financial goals through personalized planning and expert guidance.
Role Description:
As an Entry-Level Financial Consultant Partner, you'll play a pivotal role in helping clients navigate their financial journeys. We'll provide you with the training, tools, and support you need to build a successful career in financial planning.
Key Responsibilities:
- Client Consultation: Conduct in-depth consultations to understand clients' unique financial needs, goals, and risk tolerance.
- Financial Planning: Develop personalized financial plans, including investment strategies, retirement planning, and debt management solutions.
- Client Education: Educate clients on financial concepts and empower them to make informed decisions.
- Relationship Building: Foster strong client relationships through exceptional service and trust.
- Professional Development: Continuously learn and stay updated on industry trends to provide the best possible advice.
Why Partner with Us:
- Comprehensive Training: Receive expert training and mentorship to build a solid foundation in financial planning.
- Cutting-Edge Technology: Utilize our on-line brokerage, automated software, and client portal for efficient communication and management.
- Marketing Support: Benefit from our established marketing engine to attract new clients.
- Flexible Work Environment: Enjoy the freedom and flexibility of working remotely.
Qualifications:
- Passion for Financial Planning: A genuine desire to help people achieve financial success.
- Strong Communication Skills: Ability to build rapport with clients and explain complex financial concepts clearly.
- Problem-Solving Skills: The ability to analyze client situations and develop effective solutions.
- Entrepreneurial Spirit: A self-motivated mindset and a drive to succeed.
Bonus Points:
- Previous experience in financial services or sales.
- Proven track record of building client relationships.
Ready to Take the Next Step?
If you're a motivated individual looking to launch a rewarding career in financial planning, we encourage you to apply. We offer a competitive compensation package and the opportunity to make a positive impact on people's lives.
Join our team today!
[Apply Now]
Job Types: Full-time, Part-time
Pay: $60,000.00 - $85,000.00 per year
Benefits:
- Employee discount
- Financial planning services
- Flexible schedule
- Life insurance
- Professional development assistance
- Retirement plan
Compensation Package:
- 1099 contract
- Bonus opportunities
- Commission pay
- Stock options
Application Question(s):
- Are you willing to go through a background check?
- Do you now, or will you require a work visa?
Work Location: Hybrid remote in San Marcos, TX 78666
Salary : $60,000 - $85,000
