Managing Consultant

Are you passionate about helping individuals and families achieve their financial goals? Davis Family Financial, LLC, is seeking a dedicated Managing Consultant to join our team remotely. As a Managing Consultant, you will have the chance to make a real impact by offering personalized financial advice and guidance to help clients secure their financial future. Join us in making a difference in people\’s lives through sound financial planning and wealth management strategies. Responsibilities Study, learn, and execute while going through our world-class training Shadow client meetings, plan designs, and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client\’s needs Participate in marketing and expansion strategies Qualifications Honesty and integrity are characteristics you live by You value and believe in our mission and cause You are constantly looking for personal growth You are a leader or want to learn to lead You are a self-starter and goal-oriented You can work independently and work well as a team player Minimum Requirements Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 14 days Entrepreneurial spirit is key Compensation $60,000 – $95,000 yearly Please Note: All roles are a 1099 independent contractor position with 100% commission-based compensation. This is not a W2 employment role. We are focused on you and your needs, goals, and objectives. We strive to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting those things that are most valuable to you, and helping entrepreneurs reach their dreams. Our financial firm is one of the few companies of its kind in the industry today – a company dedicated to serving the financial needs of individuals and families from all walks of life. Our firm is always expanding, and we are looking for professionals who are interested in a career in the financial services industry with an emphasis on distribution, building, and owning your platform in conjunction with leadership development. We work with the top Fortune 500 financial services companies in the industry and have the opportunity to provide clients with the best products for their goals and needs. The opportunity to grow within our firm is endless. #J-18808-Ljbffr