Financial Consultant

Job Description

Company Description

The Parallel Partnership is expanding our team to spread financial literacy to all walks of life. Specialize in wealth preservation, tax free shelters, tax efficiency, personal pension plans, head start plans, college planning, business owner solutions, buy-sell agreements, executive bonus plans, key person life policies. Helping individuals, families, and business owners feel more confident by equipping them with modern-day financial education and tools. Do you have an interest in learning how money works? Would you like to develop your leadership abilities?

Role Description

This is a remote opportunity with the freedom to work from anywhere with a WIFI connection. You can choose your own hours and as an entrepreneur you will benefit from your effort. Day-to-day tasks include meeting with clients, reviewing financial needs, delivering analytical insights to support client's financial goals. Full training and mentorship is provided. If you have experience in customer service, management, military, retail, restaurant you may be the perfect candidate.

Are you:

Ethical, intentional, accountable, confident, and driven to invest in your future?

Teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ?

Open, and have a desire to become licensed to help individuals, families, and businesses with practical and tactical financial strategies?

MULTIPLE METHODS OF COMPENSATION in Financial Services unlike traditional 9-5 jobs:

Commission income with no ceiling paid via 1099.

Residual income (paid from work done last year, every year)

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Green Card with SSN (we do NOT sponsor student visas)

Able to pass a Background Screening

Able to complete licensing and appointment requirements within 60 days

Analytical Skills

Excellent written and verbal communication skills

Ability to work independently

Experience in the financial industry is a plus

Bachelor's degree in Finance, Economics, Business, or a related field

Outside of teaching our consultants necessary financial concepts, we also provide training focused on leadership skills, business skills, marketing, social media/branding, communication, and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time.

WE OFFER

REMOTE Opportunity - Work from Home or Anywhere with WiFi

FLEXIBLE Hours - You set your schedule! What you put in is what you will get out

NO EXPERIENCE REQUIRED - full training and mentorship provided (*Preferred Experience/Qualities include customer service, management, military, retail, restaurant, bilingual, etc.)

THE IDEAL CANDIDATE:

Values Freedom and Flexibility

Excels at Working Independently and in a Team Environment

Likes Helping People

Entrepreneurial-Minded

Self-Starter and Good at Follow-Through

Has a personal interest in Personal Finance (even with little to no experience)

Coaching and Teaching Experience is always a plus

Great for Military Veterans and Dependents

The Ideal applicant must be punctual, responsible, and able to schedule and keep appointments.

Our branch office is based in the Los Angeles, CA area and we are expanding nationwide. We are a non-captive broker-dealer, meaning we're partnered with some of the top companies in our industry, including Global Atlantic, Corebridge, North American, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time when our economy is in distress, where many people are losing their retirement nest egg, our services have never been more necessary, and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the services and educational programs we offer our clients so that they can make better financial decisions for their families. Bi-lingual candidates are a plus as we help clients from multiple backgrounds from all over the world.

ENVIRONMENT:

Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short-term, mid-term, and long-term financial goals. Outside of teaching our consultants necessary financial concepts, we also provide training focused on leadership skills, business skills, marketing, social media/branding, communication, and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time. Production Based, Commission-Only Position (1099). No prior certification, experience, or education is necessary.

Fully remote