Company Description:

We're a dynamic Texas financial agency seeking a passionate and results-driven Independent Contractor to join our growing team. Our mission is to empower individuals and families to achieve their financial goals through personalized planning and expert guidance.

Role Description:

As an Entry-Level Financial Consultant Partner, you'll play a pivotal role in helping clients navigate their financial journeys. We'll provide you with the training, tools, and support you need to build a successful career in financial planning.

Key Responsibilities:

Client Consultation: Conduct in-depth consultations to understand clients' unique financial needs, goals, and risk tolerance.
Financial Planning: Develop personalized financial plans, including investment strategies, retirement planning, and debt management solutions.
Client Education: Educate clients on financial concepts and empower them to make informed decisions.
Relationship Building: Foster strong client relationships through exceptional service and trust.
Professional Development: Continuously learn and stay updated on industry trends to provide the best possible advice.

Why Partner with Us:

Comprehensive Training: Receive expert training and mentorship to build a solid foundation in financial planning.
Cutting-Edge Technology: Utilize our on-line brokerage, automated software, and client portal for efficient communication and management.
Marketing Support: Benefit from our established marketing engine to attract new clients.
Flexible Work Environment: Enjoy the freedom and flexibility of working remotely.

Qualifications:

Passion for Financial Planning: A genuine desire to help people achieve financial success.
Strong Communication Skills: Ability to build rapport with clients and explain complex financial concepts clearly.
Problem-Solving Skills: The ability to analyze client situations and develop effective solutions.
Entrepreneurial Spirit: A self-motivated mindset and a drive to succeed.

Bonus Points:

Previous experience in financial services or sales.
Proven track record of building client relationships.

Ready to Take the Next Step?

If you're a motivated individual looking to launch a rewarding career in financial planning, we encourage you to apply. We offer a competitive compensation package and the opportunity to make a positive impact on people's lives.

Join our team today!

[Apply Now]

Job Types: Full-time, Part-time

Pay: $60,000.00 - $120,000.00 per year

Benefits:

Employee discount
Financial planning services
Flexible schedule
Life insurance
Professional development assistance
Retirement plan

Work Location: Hybrid remote in Sachse, TX 75048

Alpha Wealth Services

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