Precision Financials

2 jobs near Columbus, OH

Be Seen First

We are seeking motivated individuals interested in becoming Licensed Financial Professionals. This fully remote, flexible schedule role offers part-time or full-time opportunities with high income ...

Be Seen First

We are seeking motivated individuals interested in becoming Licensed Financial Professionals. This fully remote, flexible schedule role offers part-time or full-time opportunities with high income ...

Entry Level Financial Professional

Precision Financials

Philadelphia, PA • Remote

Full-time

This job post has expired 2 days ago. Applications are no longer accepted.


Job description

We are seeking motivated individuals interested in becoming Licensed Financial Professionals. This fully remote, flexible schedule role offers part-time or full-time opportunities with high income potential. Founded by a former healthcare professional, this position allows you to continue making a meaningful impact by helping clients build financially secure futures without sacrificing your time or family life. Comprehensive training, mentorship, and licensing support are provided to ensure your success in this rewarding career transition.

**This is a Commission Based 1099 Position**

Responsibilities

  • Advise clients on financial planning and strategies
  • Complete comprehensive training and obtain required licenses
  • Collaborate with a small, supportive team
  • Manage flexible schedules to meet client and personal needs
  • Educate clients to promote long-term financial independence

Required Qualifications

  • 18 years of age or older
  • Authorized to work in the US
  • Able to pass a background check
  • Willingness to obtain a financial license with company support

Preferred Qualifications

  • Entry-level experience in financial services
  • Strong client relationship management skills
  • Commitment to licensing compliance
  • Effective communication and time management abilities
  • Problem-solving mindset and self-motivation

This role requires no travel and includes weekly performance reviews and mentoring sessions. You will support a diverse mix of client types within a clear career advancement path. Join a driven team that values professional development, leadership training, and a flexible work-life balance.