Financial Advisory Consultant
Lions - Newport Beach, CA
$100K - $110K a year
New Grad
High School Diploma
Responsibilities:
Prospecting: Use your sales skills to identify potential clients through keyword searches and various channels.
Servicing Clients: Provide personalized service to clients, understanding their financial needs, and recommending suitable insurance products.
Relationship Building: Interact with a diverse range of people, building and maintaining relationships for future sales and referrals.
Mentorship and Training: Benefit from daily mentorship and training sessions to enhance your skills and accelerate your professional growth.
Franchise Building: Leverage the non-captive and scalable nature of the position to build your own business and team of agents.
Qualifications:
Motivated self-starter with an entrepreneurial mindset.
Must Be 18+
Able to clear a background check
Position only available in US
No prior experience required – comprehensive training provided.
Interest in sales, insurance, and entrepreneurship.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Benefits:
State License Required
Flexible time commitment - part-time and full-time opportunities available.
Competitive income range: (full commission).
Non-captive position with scalability for building your own franchise.
Access to a wide range of financial products through our established platform.
Licensing assistance provided.
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Financial Advisory Consultant
WFG - Anaheim, CA
$50K - $100K a year
5-10 Years
Bachelor's
We are looking for serious candidates that are looking into making a career in the rapidly growing Financial Services Industry. We educate people on “HOW MONEY WORKS” so they can make savvy financial decisions with their hard earned money. We take an Educational approach more so than a sales approach with the clients that we serve. We bring Wall-Street down to Main Street. Our Mission is “No Family Left Behind”!!!The need is huge and we have a shortage of agents because we are expanding in all 50 States. We have a proven system in place with many success stories to motivate and inspire you. We are not a fly by night company. We are like the Amazon of the Financial Services Industry, and we only represent the best of the best in the Industry. We have 100s of reputable companies on our platform. We market their products to the consumer and we get compensated very well for doing so. That being said, we’re STRICTLY COMMISSION BASED, but we get a lot of it!!! Beside the commission we actually get compensated several other ways. We offer the best compensation in the industry(for this type of platform) in my opinion.
As long as YOU ARE COACHABLE,(Coachability and Constant Proper Communication ARE KEY) we will help you get licensed and train you properly so you can succeed in this very lucrative business.
YOU WIN, WE WIN, so it’s in our best interest to train you properly as long as you’re willing to learn and do your part.
Even though we have a beautiful physical office in the Greater Los Angeles Area, most of our training sessions are on Zoom so we can accommodate our agents in other cities and states. We even meet our clients on Zoom as well. So the Schedule is very flexible and you can keep your full time job until you get to replace your income and have enough savings to quit your job, which will be up to you to decide.
Last but not least, “ WE HELP PEOPLE, WE MAKE GOOD MONEY, AND WE HAVE FUN”!!!
So, if you are an honest and caring person, if you have integrity and great work ethics; and you’re seriously looking for this type of opportunity, we would like to meet you.
Sincerely,
Ms. Jene
J*** W***
Marketing Director
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Financial Advisory Consultant
World Financial Group - Murrieta, CA
$50K - $100K a year
0-1 Year
Bachelor's
As a financial professional at Fortitude Financial Partners, you will be trained to educate families on how to reach their financial goals. We teach families about fundamental concepts of money and then structure a portfolio to help them identify the key areas that make up their family’s financial security.
Financial consultants look at the whole picture of a client's financial life, including debts, assets, expenses and income, to help clients determine what those goals should be. Financial consultants who have the proper licenses may also manage
We’re looking for individuals with a strong work ethic, great people skills, who is business minded and open for extra income from home. If that is you, let’s talk!
C*** P***
Senior Marketing Director
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Financial Advisory Consultant
3D Financial Enterprises Inc - Redlands, CA
$60K - $80K a year
0-1 Year
High School Diploma
Are you looking for a REMOTE position ?
Passionate and eager to embark on a rewarding career in Insurance Sales Industry?
We are seeking a motivated and licensed Insurance Sales Representative to join our team on a 1099 commission-based arrangement. As a representative, you will be responsible for cultivating relationships with clients, understanding their unique insurance needs, and recommending appropriate coverage options. This role offers the flexibility to work independently while enjoying the support and resources of a dedicated team.
This is a 1099 opportunity.
Work Independently and Grow your career in the industry.
100% Remote position.
Qualifications:
-Valid and active insurance license in [State].
- Open to Non Licensed but they should be willing to get one
-Proven sales experience, preferably in the insurance industry.
-Strong communication and interpersonal skills.
-Self-motivated and able to work independently.
-Familiarity with insurance products and industry regulations.
Benefits:
-Competitive commission structure (NO CAP)with earning potential.
-Flexible work schedule.
-Ongoing training and support.
Chat with us now and help us help you grow your career and take advantage of this once in a lifetime opportunity !
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Financial Advisory Consultant
WFG - West Covina, CA
$50K - $100K a year
0-1 Year
Associate
1099 Commission based
We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds. WFG offers access to those looking to create a full-time or part time business to earn extra income. For part-time insurance agents and financial entrepreneurs of all calibers, we are here to support the growth of your business.
Requirement:
At least 18 years old
Legal to work in the U.S.
Must pass a background check
No prior sales experience nor finance related degree are required to start.
L*** L***
Senior Marketing Director
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Financial Advisory Consultant
WFG Aspire - Hermosa Beach, CA
$10K - $60K a year
0-1 Year
High School Diploma
1099 Flexible position. Commission based only. Help people understand how money works. Work when you want, no limit on income. We’ll teach you everything you need to know!
Financial consultants look at the whole picture of a client's financial life, including debts, assets, expenses and income, to help clients determine what those goals should be. Financial consultants who have the proper licenses may also manage their client's investments.
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Financial Advisory Consultant
Experior Financial Group - Dunwoody, GA
$1K - $4K a month
1-3 Years
Associate
Provide financial education, solutions to build generational wealth, retirement and Living benefits for consumers.
Financial consultants look at the whole picture of a client's financial life, including debts, assets, expenses and income, to help clients determine what those goals should be. Financial consultants who have the proper licenses may also manage their client's investments.
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Financial Advisory Consultant
New York Life - Houston, TX
$100K - $150K a year
0-1 Year
Bachelor's
Are you looking for a job where you can use your experience to propel your career into management? At New York Life,
we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable
skills, such as marketing, business development, and customer relationship management, and provide you with the
tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career
in management.
What we’re looking for
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small
businesses—motivated people who can answer yes to one of the following questions:
• Do you have sales or managerial experience in another industry?
• Have you previously run your own business?
• Do you have an MBA or other equivalent degree?
In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our
products, building client relationships, and meeting specific requirements1 before transitioning into a management role.
You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use
that experience to understand how to recruit and coach others to success.
Your transition to a Field Manager role
After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized
six-month Associate Partner training program.1
We’ll help you to lead and build your team of financial professionals.
Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to
increasingly senior levels of management.
How we will compensate you
When you begin with New York Life as a financial professional2, you will receive income that is commission-based.3
If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for
an Associate Partner is $60,000–$150,000 (in California, the salary range is $62,400–$150,000), plus you will be eligible for
additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that
is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise
reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death
and dismemberment coverages, a pension plan,4
and a 401(k) savings plan.5
New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because
our field managers’ compensation is directly aligned with their recruiting performance and the production level of their
team of financial professionals. The average income among our 579 recruiters at all levels in 2022 was $240,000.6
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Financial Advisory Consultant
WFG - United States, US
$40K - $80K a year
0-1 Year
High School Diploma
We are on a mission to empower individuals, families, and businesses with modern-day financial education. We operate as a non-captive broker dealer, partnering with industry leaders to provide essential financial services. We're expanding, and our agency building model offers opportunities to create a passive income stream.
Position Overview:
As a Financial Professional, you'll work remotely, setting your own schedule. No experience is required as we provide full training and mentorship. If you're motivated, ambitious, and value freedom and flexibility in your work, this is your opportunity to excel in the high-income financial services industry.
Key Responsibilities:
• Educate clients on financial strategies and assist in planning for their financial goals. Flagship products include retirement and insurance.
• 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.
Qualities We Seek:
• Values freedom and flexibility.
• Self-starter with strong follow-through.
• Ambitious, entrepreneurial-minded, and motivated.
• Open to learning and personal development.
• Personal interest in personal finance
• Sales, teaching, sports, club, or team background is a plus.
Qualities We Seek:
• Values freedom and flexibility.
• Self-starter with strong follow-through.
• Ambitious, entrepreneurial-minded, and motivated.
• Open to learning and personal development.
• Personal interest in personal finance
• Sales, teaching, sports, club, or team background is a plus.
What We Offer:
• Uncapped production based income.
• Residual income, passive income, bonuses, and more.
• Ongoing training and mentorship.
• Positive and supportive team culture.
• Flexible work hours, allowing you to work part-time or full-time.
• Production-based, performance-only position (1099)
Qualifications:
• Minimum 18 years of age.
• Legal U.S. resident, citizen, or work permit holder with an SSN.
• Able to pass a background screening.
• Willing to complete licensing requirements within 30 days. (L&H)
• Accountable with a high level of integrity, critical in this regulated and customer-focused industry.
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Financial Advisory Consultant
Sun Financial LLC - United States
$50K - $100K a year
Any Experience
High School Diploma
"1099 Commission Based Business Opportunity"
Ready to own your future? Leveraging our turnkey business platform, you can build your own financial services business on your terms. Start full-time or part-time to earn extra income at your leisure. The WFG business opportunity is about helping protect people in your community while having the flexibility to grow your business as large as you desire.
The WFG Business Model: Designed for Everyone
We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds. WFG offers access to those that are looking to create a full-time business or one that is part time to earn extra income. For part-time insurance agents and financial entrepreneurs of all calibers, we are here to support the growth of your business.
The World Financial Group business model offers a unique opportunity to help make financial independence and business ownership accessible to a variety of individuals from a wide range of backgrounds.
Some of our diverse array of clients even choose to become independent business owners themselves. Many have built successful financial services organizations using the WFG business model. This proven system that has produced thousands of successful financial professionals across North America.
Start Building Your Business with WFG!
Become a WFG Agent
WFG Financial professionals have access to our financial training resources that can help them become licensed life insurance agents. Up-and-coming financial agents can also receive mentoring and support from the WFG home office and fellow WFG agents. WFG also offers state-of-the-art technology, business-building guidance, and marketing resources to help you promote, monitor, and grow your business. We built this financial training program to support aspiring financial professionals with everything they need to get started, are you up for the challenge?
How to build and scale your business is up to you. There’s virtually no ceiling on the size your business can be or your earning potential, regardless of your background.
The WFG Difference
The WFG business model allows ambitious entrepreneurs like you to build a financial services organization on your terms. Full time or part time. Day or night. Scale without limits.
Start Part Time and Go Full Time When You’re Ready*
There’s no need to quit your current job to find out if WFG is right for you as an independent agent. Test the waters as a part-time insurance agent with WFG and discover the flexibility that it offers to our financial professionals.
B*** S***
Marketing Director
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