Job summary
Job post source
This job is directly from Self-employed
Job overview
The Financial Services Professional role offers flexible, remote work helping clients with financial planning and investment solutions, impacting clients' financial confidence and goals.
Responsibilities and impact
The job involves educating clients on financial products, managing client portfolios, and participating in regular virtual training to stay updated on financial strategies.
Compensation and benefits
Compensation is commission-based with no cap, including commissions from $2,500 to $20,000+ per client, residual income, bonuses, paid travel, and comprehensive training support.
Experience and skills
Candidates must be at least 21, U.S. residents or authorized to work, have strong communication skills, and be willing to complete background checks and obtain financial certifications.
Career development
The position offers full mentorship, professional development, licensing guidance, leadership development, and business skills training for growth.
Work environment and culture
The role supports a flexible, remote work environment with a supportive team and leadership development opportunities.
Company information
This is a non-captive broker-dealer partnership providing essential financial solutions to families, emphasizing financial education and wealth strategies.
Job location and travel
Remote work from home or anywhere with WiFi in the U.S.
Unique job features
The role is a 1099 independent contractor position with uncapped earning potential and multiple income streams, including residual and passive income.
Company overview
Self-employed individuals operate their own businesses or work as freelancers, offering a wide range of services or products directly to clients or customers. They generate income by leveraging their skills, expertise, or products to fulfill market demands, often setting their own rates and schedules. Historically, self-employment has been a pathway for entrepreneurial ventures and independent careers, providing flexibility and autonomy. Understanding the nuances of managing finances, marketing, and client relationships is crucial for success in this dynamic and self-driven work environment.
How to land this job
Position your resume to highlight your passion for financial services, strong communication skills, and ability to build client relationships, as these are key for the Financial Services Professional role at Self-employed.
Emphasize your willingness to learn and obtain financial certifications quickly, your comfort with remote work, and any experience with client education or portfolio management to align with the job description.
Apply through multiple platforms including the Self-employed corporate site, LinkedIn, and reputable job boards to maximize your chances of being noticed for this flexible, commission-based role.
Connect with current Financial Professionals or team leaders at Self-employed on LinkedIn, using ice breakers like commenting on their recent posts about financial strategies or asking about their experience balancing flexibility and client success.
Optimize your resume for ATS by incorporating keywords such as 'financial planning,' 'client portfolio management,' 'remote work,' 'financial certifications,' and 'relationship building' to ensure your application passes initial screenings.
Use Jennie Johnson's Power Apply feature to automate applying across multiple sites, tailor your resume with relevant keywords, and identify LinkedIn connections to network with, allowing you to focus your time on preparing for interviews and building your knowledge.
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