Job summary
Job post source
This job is from a recruiting firm hiring for a separate company, as the posting is by Covenant Wealth Group but the description focuses on Invictus Financial Solutions.
Job overview
The Entry Level Financial Professional role involves conducting financial planning and providing tailored financial solutions remotely to help clients build secure financial futures.
Responsibilities and impact
The Financial Consultant will analyze clients' financial status, prepare financial plans, maintain client relationships, attend virtual trainings and meetings, and develop their client base and leadership skills.
Compensation and benefits
Compensation is commission-based with performance bonuses, offering flexible schedules, remote work, licensing support, mentorship, and uncapped earning potential.
Experience and skills
No prior finance experience is required; candidates must be 18+, able to pass a background check, willing to obtain a life insurance license, have strong communication skills, and be self-driven and able to work independently.
Career development
The role offers leadership and business development opportunities with full training and mentorship to support career growth.
Work environment and culture
The company values integrity, education, and personal development, fostering a supportive team environment focused on making a positive impact.
Company information
Invictus Financial Solutions is a nationwide financial and insurance agency specializing in retirement and business planning, committed to empowering clients and supporting agent growth.
Team overview
Candidates will join a nationwide team focused on financial planning and client relationship building with ongoing training and mentorship.
Job location and travel
This is a fully remote position with a flexible schedule, allowing work from anywhere.
Application process
Applicants are encouraged to apply directly to connect with the company and start the process of joining the team.
Unique job features
The job features full training, licensing support, flexible scheduling, remote work, and opportunities to build a client base and leadership team over time.
Company overview
Covenant Wealth Group is a financial advisory firm specializing in wealth management, retirement planning, and investment strategies for individuals, families, and businesses. The company generates revenue primarily through advisory fees, portfolio management, and financial planning services tailored to client needs. Founded by experienced financial professionals, Covenant Wealth Group emphasizes a client-centric approach and fiduciary responsibility, aiming to build long-term relationships based on trust and transparency. The firm often leverages a mix of traditional and modern investment solutions, focusing on personalized financial guidance. Candidates should be aware of the company’s reputation for ethical practices and its commitment to ongoing education and professional development within the financial services industry.
How to land this job
Tailor your resume to emphasize strong communication skills, self-motivation, and any experience related to leadership or personal development, as these align closely with the Financial Consultant role at Covenant Wealth Group.
Highlight your ability to work independently and remotely, showcasing any relevant experience managing tasks or projects without direct supervision, which is critical for this position.
Apply through multiple channels including Covenant Wealth Group’s corporate website and LinkedIn to maximize your visibility and chances of being noticed for this remote opportunity.
Connect with current Financial Consultants or team leaders at Covenant Wealth Group on LinkedIn; use ice breakers like asking about their experience transitioning to remote work or inquiring about the mentorship and training programs offered.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'client relationships,' 'remote work,' 'communication skills,' and 'self-driven,' ensuring it passes initial automated screenings.
Utilize Jennie Johnson’s Power Apply feature to automate submitting tailored applications across multiple platforms and to identify and reach out to relevant contacts on LinkedIn, freeing up your time to prepare for interviews and deepen your understanding of the role.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.