Entry Level Financial Professional Jobs (NOW HIRING)

A different kind of impactful career comprised of high compensation, remote flexible schedule, mentorship training, advanced technology platform, steady career growth, culture of teamwork and equity ownership.  Can get behind the firm's values of Faith (all faiths), Family, Finance, Fitness and Fun.

We are on a mission to identify and develop positive, caring and compassionate individuals who have a strong work ethic and moral character, who desire to develop personal and professional leadership skills in a career that strengthens the financial outcomes for families and communities.  We identify and train quality individuals to begin a career with a global financial firm that is transforming and leading the industry.  The firm is inclusive and focused on helping all individuals and families understand fundamental financial education concepts, implement wealth and protection strategies, improve personal financial discipline and planning, and employ basic solutions that every single individual needs throughout their entire life journey (birth to legacy) but is not formally taught.  A career here is impactful for individuals and families today (and the generations of tomorrow) to achieve: 

• building guaranteed wealth
• scaling income and net worth
• creating retirement certainty
• implementing simple financial head start plans for children
• eliminating debt
• improving personal/business tax position
• protecting and grow assets
• leaving a family or community legacy

Fundamental financial knowledge and discipline changes lives and often starts with the journey of our own.

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.  Typically in just 10-14 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 founded financial services firm and through developing strong and independent financial professionals and launching the most advanced financial technology (FinTech) and AI tools, is transforming the financial industry. 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. Inspire families to dream again and achieve financial certainty peace of mind. We 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 partner in their corner to work with (not just the wealthy). We have developed the culture, technology, training and support platform, and industry expertise to train individuals from all background to become the go-to financial professional for their own family, community and country. Our financial professionals achieve education, knowledge, expertise and pathway to:

• Lifetime and generational income including business ownership and partnership
• Financial independence and security for their own family and 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 leadership, relationships, transformation, and strength in church, local groups and business
• Provide simple and fundamental financial education that truly transforms and impacts lives and the world we live in

Values and Culture. Faith (all faiths), Family, Finance, Fitness and Fun create a culture of excitement, compassion, growth and personal development for families, groups, clients, and communities we serve.

2030 Vision. Cutting edge tools and global FinTech expansion have led the company to similar market rise and dominance as Amazon and Uber. The synergy of quality individuals, leading technology and support and necessary financial services is driving the firm to global industry transformation by 2030 (education, efficiency, integration/automation, implementation). History is being made and the demand for financial leader development is necessary to fulfill the mission of helping 100 million families across the globe.  Financial professionals within the firm are non-captive and represent over 30 of the strongest A-rated financial solutions companies in the country. These well known financial institutions lead the industry with billions of dollars in assets which allow for resilient financial planning around: tax-free retirement and wealth accumulation, child financial planning, business solutions, asset protection and insurance, legacy and advanced planning, debt management and financial education.   Rapid expansion is currently occurring within North & South America and financial solutions may be implemented across 50 countries around the world. The firm's financial professionals have the opportunity to develop an ownership stake in the upcoming growth and equity.  Since the company's founding, every decision has been guided by supporting and growing each and every financial professional and the families and communities in need.

Minimum Requirements:

• Possess a U.S. social security number (citizen, permanent resident, work permit SSN)
• 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. Approximate initial study investment is $350 and receive a $500 re-imbursement Achievement Bonus within 60 days for reaching target milestones (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 OR ALLOW 1099 WORK WITH INDIVIDUALS WHO LIVE OUTSIDE THE USA.  MUST LIVE IN THE UNITED STATES.

Desired Skills and Background:

• Independent, disciplined, coachable and self-motivated personality (experience in team sports, athletics, personal or professional or community leadership, prior management, military or community engagement)
• Desire for personal leadership skills, continuous growth and achieving goals
• 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, supplemental career or encore career
• A flexible schedule around a current job or family life
• Participating in cutting edge industry transformation
• Earning additional income from home as a professional or as a referral partner
• Starting a low-overhead, high-income remote business without a capital expense
• Purposeful work that transforms lives and financial outcomes for individuals and families

Compensation, Benefits and Additional Details:

• $500 Onboarding Achievement Bonus for Baseline Targets within 60 days
• 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 including Tax Write-Offs
• Expanding Bonuses and Annual Residual Income
• Company Travel Incentives and Perks
• Opportunity for Business Equity and Profit Sharing

Typical Industry Average Annual Part-Time to 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 few hours in client meetings can typically result in compensation ranging from $500 to $20,000 and upwards to $150,000

Hiring Process:

Application ---> Selection For Interview --->Phone Interview [15-30 minutes] ---> Zoom Interview [60 minutes] ---> 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.