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Entry-Level Financial Planner

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Baker Consulting

2024-09-27 06:40:38

Job location Mobile, Alabama, United States

Job type: all

Job industry: Accounting

Job description

- Commission-Only position (1099)

We help individuals, families, and businesses, alike, achieve financial independence and financial security. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with solutions tailored to their needs. We are seeking self-motivated business partners who want to become licensed financial professionals with solutions to help individuals, families, and business owners with their financial planning needs.

Responsibilities (ALL TRAINING PROVIDED)
Provide financial education to help clients reach their financial goals.
Assess client's current financial condition and advise on strategies to enhance their portfolio

Participate in webinars and in-person events to network with peers and target audience Participate in marketing and expansion efforts

Obtain life and health license within 14-21 days

Benefits:
Licensing Reimbursement Program

Set your own schedule (full-time, part-time)
High Earning Potential
Promotion advancement within 30-90 days

Work from anywhere
Training Program with Mentorship

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen or Work Permit with SSN

Entrepreneurial mindset

Passionate about helping people

Our firm stands out because we provide our clients with an educational approach to finances. So in the end, they are able to make better financial decisions for their family. Every decision is guided by our mission to help individuals create the life they want to live while protecting their loved ones and planning their financial legacy. Our Company offers access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies. Our licensed agents across North America help guide individuals from where they are to where they want to be.

Baker Consulting Agency is a premier recruiting agency dedicated to connecting top talent with exceptional opportunities across the finance industry. Founded on the principles of integrity, innovation, and excellence, we specialize in sourcing skilled professionals for entry-level positions.

Our team of experienced recruiters takes the time to consider how you align with company culture, values, and goals, ensuring a perfect match between candidates and clients. We leverage advanced technology and industry insights to streamline the recruitment process, allowing us to present you with the best candidates swiftly and efficiently.

Our services include:

- Talent Acquisition: Comprehensive sourcing and screening of candidates tailored to your specifications. Targeted recruitment for leadership roles, ensuring that your organization has the strategic vision it needs.
- Consulting Services: Expert advice on saving, budgeting, increasing income, and strategies for achieving short, mid, and long-term financial goals.

With a commitment to diversity and inclusion, we strive to create a balanced workforce that reflects the communities we serve. Our passion for people and results drives us to not only meet but exceed our clients expectations.

Join us in building the future of the finance industry partner with Baker Consulting Agency today!

- Commission-Only position (1099)

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