Financial Services Consultant - Remote @ Wealth Guardians | Jobright.ai
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Financial Services Consultant - Remote jobs in United States
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Wealth Guardians ยท 12 hours ago

Financial Services Consultant - Remote

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Financial Services
Hiring Manager
Brittany Lind
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Insider Connection @Wealth Guardians

Discover valuable connections within the company who might provide insights and potential referrals.
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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Customer service skillsFinancial planningMarketing skillsNetworking skillsCenter of InfluenceGoal-oriented

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

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We are a full-fledged Wealth and financial consulting firm with remote consultants across the US.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase
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