Wealth Guardians ยท 18 hours ago
Financial Services Consultant - Remote
United States
Part-time
Remote
Entry Level
Maximize your interview chancesFinancial Services
Hiring Manager
Brittany Lind
Insider Connection @Wealth Guardians
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs, and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies
Qualification
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Required
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
A soft background check required
Able to complete licensing requirements within 30 days
Strong Entrepreneurial spirit.
Preferred
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented
You can work independently and work well as a team player
Marketing and Networking skills
Center of Influence
Company
Wealth Guardians
We are a full-fledged Wealth and financial consulting firm with remote consultants across the US.
Founded in 2020
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase
