What are the responsibilities and job description for the Financial Planner position at Bartlett Financials?
We are looking for a talented and success motivated individual ready to become educated in the high income financial services industry. Do you have interest in learning how money works, strategies familiar to the wealthy, and actually building an asset with your time?
ARE YOU:
ethical, intentional, accountable, confident and driven to invest in your future?
teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ?
open and have desire to become licensed to help individuals, families, and businesses with practical and tactical, resilient strategies?
MULTIPLE METHODS OF COMPENSATION in Financial Services unlike traditional 9-5 jobs:
commission income with no ceiling (one client may be $2,500 in compensation and another may be $20,000)
residual income (paid from work done last year, every year)
passive income (income from clientele group)
bonuses, paid world travel, and more
KEY BENEFITS:
►Option to work remotely by computer and smart phone (in the office, at home, or anywhere)
►Choose area of interest and work flexible hours
►High Income Professional Industry (training and state license)
►Associate position with rapid advancement capability to management and increased income
►NO prior formal industry experience required
►Learn financial strategies to improve your own knowledge and help others
BASE QUALIFICATIONS:
►Minimum 18 years of age
►Legal U.S. Resident, Citizen or Work Permit with SSN
►Able to complete licensing requirements within 60 days
►Accountable with high level of integrity (critical in this regulated and customer based industry)
KEY RESPONSIBILITIES:
►Provide exceptional customer service
►Participate in marketing and expansion strategies and efforts
►Consult, educate and connect clients with financial protection, investment and preservation strategies
PREFERRED QUALITIES:
►Accountable and Ethical (do what you say you will do)
►Ability to work independently with a strong support team
►Good at follow-through and completing tasks
►Self-Starter
►Teachable and open to becoming Professionally trained
EMPLOYMENT TYPE:
►Full or Part-Time
COMPENSATION:
►Standard Annual Compensation First Year $20,000- $50,000 (performance based/1099)
► Uncapped Earning Potential
ENVIRONMENT:
►Incredible training program and positive team environment. Must be passionate about learning to help individuals, families, and businesses with short, mid, and long term financial goals, including retirement planning, insurance, investments, etc. Training and flexible work hours can weave into your existing schedule Part Time or Full Time. The right business minded individual is motivated to learn quickly and invest their time to help others. Commission based position (1099). NO prior certification, experience, or education necessary. Work from home, online job, during Covid-19. No experience required.
Salary : $20,000 - $50,000