[Remote] Financial Consultant (Remote)

Note: The job is a remote job and is open to candidates in USA. Capital Flow Enterprise seeks an entry-level Financial Consultant to help individuals, families, and business owners plan for financial goals. The role includes learning through training, analyzing client financial needs, reviewing and recommending financial solutions, and supporting marketing and expansion strategies.

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

Skills

• Minimum 18 years of age
• Legal U.S. Resident, Citizen, or Work Permit with SSN
• Able to complete licensing requirements within 30 days
• Entrepreneurial spirit
• There is no experience needed for this position
• Hard-working
• Good communication skills
• Customer service skills
• Love to help people
• Willing to start a training program as an entry-level financial professional
• 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

Benefits

• Flexible schedule
• Exciting work environment
• Unlimited growth potential
• Work from home
• Commission income with no ceiling—ranging $2,500–$20,000 per client or more
• Residual income per annual client contract anniversary
• Passive income base for agency development
• Equity asset and full business ownership
• Bonuses

Company Overview