Wealth Management and Consulting · 1 month ago
Independent Financial Advisors Wanted
United States
Contract
Remote
New Grad, Entry LevelWealth Management and Consulting is a company that empowers individuals to build their own independent financial practices through a business partnership platform. They are seeking Finance Associates to operate as independent business owners, providing services such as retirement planning, life insurance, and estate planning, with full training and mentorship provided.
Hiring Manager
Kehinde Olasunkanmi, CPA
Responsibilities
Operate as an independent business owner under our platform, serving clients and growing your book of business with full training and guidance
Provide services such as Retirement Planning (401k/IRA rollovers), Indexed Strategies, Life Insurance & Annuities, Child Education/Head Start Planning, Business Owner & Tax-Efficient Strategies, and Estate Planning & Long-Term Care
Grow a client base and build an agency as a Full-Time Partner
Earn while you build on your schedule as a Part-Time Advisor
Connect families and earn for qualified referrals as a Referral Partner
Qualification
Required
No prior financial experience is required — we'll help you get licensed and trained
Strong communication & interpersonal skills
Analytical & problem-solving ability
Self-driven, coachable, and growth-minded
Preferred
Finance/Business/Sales experience helpful, not required
Bachelor's degree is a plus — not mandatory
Benefits
Business ownership pathway – build your own agency
Training, licensing support & mentorship
National expansion & leadership opportunities
Work 100% remotely
High compensation and scalable income potential
Zero cold calling/door knocking — we build through education & relationships
Company
Wealth Management and Consulting
At Wealth Management & Consulting (WMC) CPA LLC, our mission is to empower individuals, families, and business owners to build lasting financial security.
Founded in 2019
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase