Personal Finance Consultant (Training Provided) jobs in United States
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Golden Legacy Financial · 17 hours ago

Personal Finance Consultant (Training Provided)

Golden Legacy Financial is a nationwide, mission-driven financial services firm dedicated to helping individuals and families achieve financial security. The Financial Planning Consultant role involves assisting clients in identifying and reaching their financial goals while providing education and guidance on various financial strategies.

Financial Services
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Hiring Manager
Michael Thigpen
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Responsibilities

Help clients identify and reach their short-, mid-, and long-term financial goals
Educate, guide, and empower clients to feel more confident about their financial futures

Qualification

Financial PlanningInsurance StrategiesFintech ToolsTime ManagementCommunication Skills

Required

Must be 18+ years old
Legal U.S. resident or citizen with SSN
Able to pass a background check
Willing to obtain a state license within 30–60 days
Strong integrity, accountability, and communication skills

Preferred

Passionate about helping others
Interested in personal finance, business, or entrepreneurship
A self-starter with good time management
Seeking flexibility and independence
Excited about building long-term income, not just a paycheck
Open to starting part-time and scaling to full-time

Benefits

Unlimited Earning Potential
No Fees for Clients
Cutting-Edge Technology
Comprehensive Training
Licensing Assistance
Performance bonuses & incentive trips
Clear advancement opportunities

Company

Golden Legacy Financial

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A financial services agency with a mission to provide education and literacy to families everywhere.

Funding

Current Stage
Early Stage
Company data provided by crunchbase