Note: The job is a remote job and is open to candidates in USA. Plan IT Virtual LLC is a licensed financial services agency partnered with Fortune 500 financial firms. They are seeking part-time Financial Consultants to deliver financial education, recommend solutions, and build lasting relationships with clients.
Responsibilities
- Complete state licensing requirements (company-supported) to serve clients as a licensed financial professional
- Conduct client consultations to assess financial needs and goals
- Deliver education on retirement planning, college savings, income protection, and wealth strategies
- Provide recommendations and implement financial solutions
- Participate in ongoing training and mentorship
- Help expand our agency through community outreach and referrals
Skills
- Minimum 18 years old and legally authorized to work in the U.S
- High level of integrity, accountability, and professionalism
- Strong communication and organizational skills
- Motivated self-starter with a desire to grow
- No prior financial services experience required—training provided
- Comfortable working remotely
- This opportunity is open to US Citizens and green card holders only, No Exceptions (No visa sponsorship)
- This opportunity requires a background check, possible finger printing (for state license application)
- Candidates need to be in US time zones (ET/CT/MST/PST) in order to attend weekly general training (Tues 8-pm ET / Sat 11:30-2:40pm ET)
- Incredibly driven individuals
- Goal-oriented and results-driven
- Open to coaching and continuous learning
- Credible among community
Benefits
- Referral program
- Professional development assistance
- Retirement plan
- Opportunities for advancement
- Flexible schedule (100% Remote)
- All training, licensing preparation, and marketing systems are provided at no cost to you.
- Professional development and licensing support (state-required licenses completed within 30 days of onboarding)
- Access to leading financial tools and planning platforms
- A supportive team committed to your success
- Flexible schedule
- Professional development assistance
- Retirement plan options
- Referral program
Company Overview