Financial Planning Consultant
Financial Planning Consultant

Financial Planning Consultant

Fully Vollzeit Kein Home Office möglich
Whatjobs

We\’re seeking ambitious professionals who want more than just a job. This is your opportunity to build a business that delivers both purpose and prosperity. What Makes This Opportunity Different? Complete Freedom: Design your schedule, work remotely, live life on your terms Unlimited Income Potential: Your ambition sets your earnings ceiling Real Impact: Help families secure their financial futures Values-Driven Success: Built on our core principles of Faith, Family, Finance, Fitness, and Fun The Ideal Candidate Has: A magnetic personality that builds instant connections Drive to succeed and determination to overcome challenges Passion for helping others achieve their dreams Professional mindset and commitment to excellence Clean background check U.S., Mexico, or Canada resident 18+ years old Ability to obtain licensing within 5-7 days What We Provide: Elite training from industry leaders Cutting-edge digital tools and systems Supportive community of high achievers Clear path to success This role is fully commission-based. Responsibilities: Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Design customized financial plans suitable for each client based on potential life changes and changing financial needs Qualifications: Superior customer service skills, math skills, relationship skills, and communication skills are preferred Compensation: $60,000 – $100,000 at plan commission About GFI – ABL Financial: GFI – ABL Financial is a leading non-captive fintech brokerage that partners with over 25 A-rated Fortune 500 financial institutions. Our goal is simple yet powerful: to inspire families to dream again. With a mission to help 100 million families by 2030 — leaving no family behind — we\’re revolutionizing how financial services are delivered. Our industry-leading persistence rates demonstrate our commitment to building lasting client relationships. As a non-captive brokerage, we provide unbiased solutions tailored to each client\’s unique needs rather than pushing proprietary products. We combine financial education with cutting-edge technology to digitize personal finance. This creates a seamless digital experience for clients to efficiently access the services they need. Our comprehensive approach includes: Retirement asset growth and protection strategies Educational planning for children Legacy protection through long-term care options #J-18808-Ljbffr

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Financial Planning Consultant
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  • Financial Planning Consultant

    Fully
    Vollzeit

    Bewerbungsfrist: 2027-03-09

  • Whatjobs

    Whatjobs

    50 - 100
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