Entry Level Financial Planner Jobs in Altamonte Springs, FL

A different kind of impactful career comprised of high compensation, remote flexible schedule, mentorship training, steady career growth and teamwork. We are on a mission to change lives, change families and change communities through financial education and solutions to build guaranteed wealth, retirement certainty and increased net worth.

We do more than just provide financial solutions; we help people achieve a better future. Do you want to learn about the simple rules of money to create a growing asset and lifetime and generational income through a single career? Can you imagine a career where you have mastered money and the simple methods the wealthy use, but were not taught to anyone in school? Financial professionals in our supportive culture learn to achieve their financial goals first and then help families and individuals achieve theirs. In just 10 days our professionals are licensed, learning core fundamentals and key concepts. From there we train in the field and proceed to quickly reach knowledge milestones and target the first promotion.

We are looking for an Entry Level to Experienced individual to Work Remote (flexible schedule part/full-time) in the large and lucrative financial services industry. The hiring organization is an industry leading Silicon Valley based financial services company and is positioned to launch the most advanced financial technology (FinTech), AI and tools for the next generation. Through relationships and the ease of technology resources, financial professionals educate and implement the simple wealth building and income accumulation methods leveraged by the wealthy, but often unknown to most individuals. Learn the simple money and wealth life skills not taught in school or the home. With stock market uncertainty, inflation and rising costs, endangered social security and people living longer, families and communities are in need of more financial knowledge and a trusted professional to improve their future outcome. A career here provides real life skills and knowledge to achieve financial security and guaranteed solutions that serve families and communities in order to transition from where they are, to where they want to be.

Mission. Help families dream again. Share financial knowledge, best practices, and implement solutions that help all people from across North and South America and beyond achieve wealth and financial security. Every person deserves financial certainty, knowledge and a professional to work with (not just the wealthy) and we will train you to become the go-to professional. Our financial professionals achieve:

• Lifetime and generational income including business ownership and partnership
• Financial independence and security for their children (learners)
• Guaranteed retirement and income accumulation not at risk of market losses (earners and preservers)
• Methods to expand wealth and avoid taxes while giving back and changing the financial future of families and communities for generations.
• Partnership with real estate agents, accountants and other financial professionals to increase income, reduce taxes and retain customers
• Community strength in church and local business relationships and financial solutions

Values and Culture. Faith, Family, Finance, Fitness and Fun create a culture of excitement, compassion, growth and personal development for teams and the customers and communities served.

2030 Vision. Cutting edge tools and global FinTech expansion have led the company to similar market rise and dominance in the likes of Amazon and Uber. The company will become the world renowned industry leader by 2030 and you can be part of the history and transformation and be positioned to achieve an equity stake in the financial gain as the company goes public. Rapid expansion is currently occurring across North & South America and financial solutions can be implemented across multiple countries around the world. The company provides solutions from a network of the strongest and highest rated retirement, savings, insurance, and wealth-building companies. Since the company's founding, every decision has been guided by supporting and growing each and every individual involved in the company's growth and the people and communities in need of financial services.

Minimum Requirements:

• Possess a U.S. social security number (and authorization to work if not a citizen)
• Be 18 years of age minimum
• No felony convictions or recent financial bankruptcies
• Possess (or means to attain) state Producer Life license within ~7-14 days (the company facilitates every step of the online study and licensing process)
• Possess a computer or tablet
• NOTE: NOT AN INTERNSHIP POSITION. THE COMPANY DOES NOT SPONSOR VISAS TO WORK IN U.S.

Desired Skills and Background:

• Independent, disciplined and self-motivated personality (team sports, athlete or military is a plus)
• Coachable and goal oriented
• Willing to learn basic fundamentals of money and wealth planning
• Natural interest in personal finance
• Ability to learn and comply with industry and federal regulations
• Enjoys sharing knowledge and helping people
• Commitment to excel and become a top performer
• Business minded and entrepreneurial creative spirit
• Customer service and integrity excellence
• Bilingual is a plus
• Prior customer service, education, sales, marketing, insurance, finance or business experience

Primary Responsibilities (virtual or in-person):

• Share basic financial concepts to educate clients
• Assess client financial needs, assets, liabilities, goals and timeframe
• Utilize technology tools, partner network and resources to develop recommendations
• Present possible strategies and solutions
• Assist clients with implementing selected solutions
• Conduct annual client financial reviews
• Build and nurture relationships with new and existing clients

Ideal Position for Individuals Interested in:

• A career change
• A flexible schedule
• Participating in industry transformation
• Earning additional income from home
• Starting a low-overhead, high-income business
• Purposeful work, helping transform financial outcomes for individuals and families - and paid well for it!

Compensation, Benefits and Additional Details:

• Flexible Full-Time & Part-Time Opportunities
• Fully Remote - Work from Anywhere
• Company Provided Training, Technology Platform, Marketing, Mentoring, Client Sourcing
• 1099 Commission Compensation - 100% COMMISSION POSITION - Highest Industry Compensation
• Rapid Promotion Schedule with Increasing Compensation
• Business Ownership and Tax Write-Offs
• Bonuses and Annual Residual Income
• Paid Company Travel
• Opportunity for Business Equity Ownership

Typical Industry Average Annual Full-Time Compensation:

• Experience Tier 1 (0-1 year): $95,050 - $255,000
• Experience Tier 2 (1-4 years): $255,000 - $375,050
• Experience Tier 3 (4-10 years): $375,050 - $575,275+
• An hour to two hours in client meetings can typically result in compensation ranging from $500 to $20,000 and upwards to $100,000

Hiring Process:

Application ---> Selection For Interview --->Interactive Corporate Overview ---> Zoom Screening Interview ---> Zoom In-Depth Interview ---> Selection For Onboarding

* Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level to experienced individuals into successful financial professionals who transform lives and impact communities.

Experienced talent, recruitment and training leader in hiring and developing entry-level and experienced individuals into successful financial professionals who transform lives and impact communities.