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Remote Position - Financial Advisor Training (Richmond)
compensation:
Potential Compensation (1099 COMMISSION; NO BASE): Part-time average COMMISSION $2000-4500+ a month. Full-time average COMMISSION $5000-$10,000+ a month. Advancement; Equity; Bonuses; Stock Options; Profit Margins; Paid Travel
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Are you looking for a career with unlimited growth and earning potential, flexible, remote work schedule & an amazing work culture, while helping individuals and families meet today’s financial challenges? This opportunity does include a sales component and is a non-salary compensation (see below). Please include your resume with your response.
Financial Professionals are an essential service need now, and here’s why…
1. Desired retirement lifestyle vs. savings reality.
According to the Federal Reserve, about two-thirds of non-retirees do not believe they are on track for their retirement goals. The Fed - Report on the Economic Well-Being of U.S. Households in 2024 - May 2025
2. Retirement income expectations vs. actual income sources
Reality: Many retirees depend substantially on Social Security. The Federal Reserve reported that in 2024 Social Security was the most common retirement income source; 78% of retirees reported receiving Social Security income. federalreserve.gov/publications/files/2024-report-economic-well-being-us-households-202505.pdf?mod=article_inline&utm_source=chatgpt.com
3. Healthcare planning gap
Reality: Many Americans expect Medicare to cover most retirement healthcare expenses. Healthcare remains one of the largest underestimated retirement costs. Fidelity estimates that a 65-year-old retiring in 2026 may need to account for approximately $185,500 in healthcare expenses over retirement (for a hypothetical individual with Medicare coverage, excluding long-term care). Many retirement plans do not adequately include medical inflation, prescription costs, and long-term care risks. Despite High Healthcare Costs, More Americans Say They Are Prepared For Retirement
All these factors create an opportunity for Financial Professionals to help families and individuals, while making unlimited income.
No experience necessary. Embark on an exciting journey as a Financial Professional Trainee, where you will develop the foundational expertise in guiding clients toward their financial goals. This opportunity offers a dynamic environment to learn essential skills in financial planning, investment management, and client relationship building, with complete training, one on one mentorship, advancement, equity, bonus, stock option programs and more. You will work closely with experienced professionals to gain practical knowledge of financial services and regulatory compliance, setting the stage for a rewarding career in money management and financial advisory. Our motto is: No Family Left Behind! The system is built. The support is here. All we need is you and your hustle. Take control of your future with a proven plug and play roadmap to success. The Financial Services industry is changing. Come find out how protecting others builds futures, including your own, right from home.
Winning qualifications are:
· You are driven
· You can work remotely and independently, while being guided by other successful professionals.
· You like people
· You like to be challenged
· You are coachable
· You want to be in control of your financial destiny
Experience in the following fields is a PLUS, but not required:
• Customer Service, e.g., Proactive, empathetic, and knowledgeable, aimed at building trust, fostering loyalty, and resolving issues efficiently.
• Customer Relations, e.g., Manages the strategies, processes, and interactions a company uses to build long-term, positive relationships with its’ clients, aiming to foster loyalty, satisfaction and trust.
• Sales, e.g., Identifying potential customers and guiding them through a journey to exchange value (products or services) for revenue. It involves building relationships, solving client problems, and managing transactions to meet customer needs while directly impacting company revenue.
• Strong communication/interpersonal skills.
• Learning how to build an agency utilizing our platform.
Duties
• Educate clients on financial strategies and assist in planning for their financial futures, that will naturally lead to sales of products and services that resonate with their needs.
• Collaborate with a supportive team and work independently to achieve results.
• Continuously learn and apply business and financial principles to enhance your financial IQ.
• Build and maintain strong client relationships.
• Learn how to build an agency utilizing our platform.
• Assist in analyzing clients’ financial situations by gathering relevant data and documentation
• Support the development of personalized financial plans, including estate planning, tax strategies, and investment options
• Participate in client meetings to understand their needs and communicate tailored financial solutions
• Contribute to customer relationship management efforts by maintaining accurate client records and follow-up activities
• Potential Compensation (1099 COMMISSION; NO BASE): Part-time average COMMISSION $2000-4500+ a month. Full-time average COMMISSION $5000-$10,000+ a month). Compensation includes, Overrides, Residuals, Advancement; Equity; Bonuses; Stock Options; Profit Margins; Paid Travel
Join us as a Financial Advisor Trainee to unlock your potential in the fast-paced world of finance! Develop your expertise while helping clients achieve their dreams through comprehensive financial planning. This paid role is designed for motivated individuals ready to grow their career in a supportive environment that values integrity, innovation, and professional development.