ROSEMEAD, CAPosted 15 days ago

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.

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.