Entry-Level Financial Planning jobs in United States
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Golden Legacy Financial · 20 hours ago

Entry-Level Financial Planning

positionUnited States
timePart-time
remoteRemote
seniorityNew Grad, Entry Level

Golden Legacy Financial is dedicated to meeting the financial needs of families, individuals, and businesses around the country. They are seeking individuals to help convert clients' portfolios into tax advantaged vehicles for retirement and provide financial strategies to those in need.

Financial Services

Qualification

Communication skillsTeamworkDetail-orientedTime managementSales experience

Required

Outstanding communication skills, both verbal & written
Able to work effectively in a team environment
Detail-oriented and the ability to follow up on tasks
Work effectively under pressure and maintain a positive attitude
Capable of multi-tasking, prioritizing, and managing time efficiently
Minimum 18 years of age
Legal U.S. Resident, Citizen or Work Permit with SSN
Able to complete licensing requirements within 60 days
Accountable with high level of integrity (critical in this regulated and customer based industry)

Preferred

Sales experience

Benefits

High Income Potential (1099 Production Based/Commission-Only Position)
Flexible Schedule
Part-Time or Full-Time Career Change
Exciting Work Environment
Unlimited Growth Potential
Stability and Security

Company

Golden Legacy Financial

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A financial services agency with a mission to provide education and literacy to families everywhere.
dateFounded in 2024
people-size2-10 employees

Funding

Current Stage
Early Stage
Company data provided by crunchbase