Job summary
Job post source
This job is directly from Legacy Wealth Strategies LLC
Job overview
The Financial Consultant role at Legacy Wealth Strategies LLC involves educating and guiding clients on financial decisions to promote financial freedom and wealth accumulation.
Responsibilities and impact
The consultant will provide financial education, guide clients on tax-advantaged strategies, build their own client base, attend virtual training, assist with financial products, and pursue state licensing.
Experience and skills
Candidates must be 18+, authorized to work in the U.S., have strong communication skills, be self-motivated, and comfortable working remotely; sales or finance background and bilingual skills are preferred but not required.
Compensation and benefits
This is a remote, commission-based position offering flexibility and independence with opportunities for growth; no specific salary or benefits details are provided.
Career development
The role offers ongoing virtual training, mentorship, and support to obtain state financial licensing, enabling career growth within the financial industry.
Work environment and culture
The company promotes a mission-driven, educational culture focused on empowering clients through knowledge, with a remote work environment.
Company information
Legacy Wealth Strategies LLC is a financial services firm dedicated to providing financial education and strategies for tax-free wealth accumulation, retirement protection, and legacy planning.
Job location and travel
This is a remote position allowing flexible work from any location within the U.S.
Unique job features
The job is distinguished by its commission-based pay, remote work flexibility, no prior experience requirement, and support for obtaining necessary financial licenses.
Company overview
How to land this job
Tailor your resume to emphasize strong communication skills, self-motivation, and your ability to work independently in a remote setting, which are key for the Financial Consultant role at Legacy Wealth Strategies LLC.
Highlight any experience or willingness to learn about financial education, tax-advantaged strategies, wealth building, and client guidance, even if you lack formal finance background, to align with the company's mission-driven approach.
Apply through multiple platforms including Legacy Wealth Strategies LLC's corporate website and LinkedIn to maximize your application visibility and increase chances of being noticed.
Connect with current Financial Consultants or team members at Legacy Wealth Strategies LLC on LinkedIn; consider ice breakers like commenting on their commitment to financial education or asking about their experience with the company’s mentorship programs.
Optimize your resume for ATS by including keywords from the job description such as 'financial education,' 'tax-advantaged strategies,' 'remote work,' 'self-motivated,' and 'client guidance' to pass initial screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application channels, and find relevant LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and skill development.
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