Part-Time Financial Planner
$80K - $110K/yr
With robust remote training and development support, you'll launch your career in one of today ... to leadership and management roles. Qualifications • Must be legally eligible to work in the ...
Kt Legacy Leadership Development
1 job near Columbus, OH
Part-Time Financial Planner
$80K - $110K/yr
With robust remote training and development support, you'll launch your career in one of today ... to leadership and management roles. Qualifications • Must be legally eligible to work in the ...
$80K - $110K/yr
Full-time, Part-time
Posted 15 days ago
Job description
Description
This is a FULLY REMOTE position.
Are you ready to begin a fulfilling new chapter in the world of finance, all from the convenience of your home? We're looking for motivated, mission-focused individuals to join our team as Entry-Level Financial Professionals in the Dallas area and beyond. With robust remote training and development support, you'll launch your career in one of today's most in-demand industries.
Perks of Working With Us:
Your Next Step Starts Here-Apply Now!
We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered.
Responsibilities
• Partner with clients to evaluate their financial goals and design customized strategies.
• Deliver a full spectrum of services, including investment planning, retirement solutions, insurance protection, and college savings programs.
• Educate clients on essential financial principles to empower confident, well-informed decision-making.
• Cultivate and sustain long-term relationships through regular follow-ups and personalized support.
• Engage in continuous training to sharpen expertise and remain up to date with industry trends.
• Pursue career growth opportunities with clear pathways to leadership and management roles.
Qualifications
• Must be legally eligible to work in the United States with a U.S. phone number.
• Strong communication and people skills.
• Self-driven with a willingness to learn and improve.
• No previous experience in finance is required-our training program will guide you.
• Comfortable working both independently and in a collaborative team environment.
• Passionate about helping others and solving problems.
• Open to part-time or full-time scheduling with flexibility.
This is a FULLY REMOTE position.
Are you ready to begin a fulfilling new chapter in the world of finance, all from the convenience of your home? We're looking for motivated, mission-focused individuals to join our team as Entry-Level Financial Professionals in the Dallas area and beyond. With robust remote training and development support, you'll launch your career in one of today's most in-demand industries.
Perks of Working With Us:
- Remote training and continuous mentorship
- Support for ongoing education and licensing
- Flexible hours to support a healthy work-life balance
- Corporate discounts for certifications and professional growth
Your Next Step Starts Here-Apply Now!
We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered.
Responsibilities
• Partner with clients to evaluate their financial goals and design customized strategies.
• Deliver a full spectrum of services, including investment planning, retirement solutions, insurance protection, and college savings programs.
• Educate clients on essential financial principles to empower confident, well-informed decision-making.
• Cultivate and sustain long-term relationships through regular follow-ups and personalized support.
• Engage in continuous training to sharpen expertise and remain up to date with industry trends.
• Pursue career growth opportunities with clear pathways to leadership and management roles.
Qualifications
• Must be legally eligible to work in the United States with a U.S. phone number.
• Strong communication and people skills.
• Self-driven with a willingness to learn and improve.
• No previous experience in finance is required-our training program will guide you.
• Comfortable working both independently and in a collaborative team environment.
• Passionate about helping others and solving problems.
• Open to part-time or full-time scheduling with flexibility.