Company Description
Building Foundations Finance is a family-oriented, one-stop financial solution provider. Our mission is to equip families with the information they need to make informed financial decisions. We offer free educational workshops, help establish financial goals, and provide ongoing support to ensure our clients achieve their financial objectives.
Role Description
This is a remote part-time role for a Financial Services Consultant. Full-time roles are also available for the right candidate. The Financial Services Consultant will be responsible for educating the client and helping them make informed decisions about their financial future. They will also gather financial data to create personalized solutions for clients, offer financial services and consulting, prepare potential solutions, and effectively communicate financial information to clients. The ultimate goal is to build a strong, trusting relationship with clients through transparency, regular communication and exceptional customer service as we help them in one of the most important areas of their life.
We also strongly believe in personal development and the power of leaving a legacy. We help our team members grow themselves, their teams, and eventually lead their own firm.
Qualifications
- Analytical Skills and Finance skills
- Strong communication skills
- Ability to work independently and remotely
- Ability to obtain a state license (if not licensed)
- Certifications such as CPA, CFA, or CFP or licenses like Life & Health are beneficial, but not necessary
**This is a 1099, commission-based position.
**Must pass background check and obtain state license (if applicable) within 30 days of onboarding
**Must reside in the continental US or US territories
Job Types: Full-time, Part-time
Pay: $70,469.00 - $78,488.00 per year
Expected hours: 10 – 20 per week
Benefits:
Compensation package:
- 1099 contract
- Commission only
- Commission pay
Weekly schedule:
Work setting:
Application Question(s):
- Are you comfortable working in a remote setting?
- Are you legally authorized to work in the United States?
- This is a 1099/commissions based position. Please answer "Yes" to indicate that you acknowledge, understand and agree to move forward with this application.
- Are you willing to undergo a background check, in accordance with local law/regulations?
- Are you able to commit to state-mandated study hours in the licensure process and become licensed (if not already) within 30 days of onboarding?
Experience:
- Financial concepts: 1 year (Preferred)
Location:
Work Location: Remote