Financial Consultant

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🕒 Abril 20

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

⏱ Meio Período

🟡 Pleno

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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Fulmer Instruments

SiteLinkedInTodas as Vagas

1 - 10 funcionários

Fundada em 2016

💸 Finanças

💳 Fintech

💰 $1.000.000 Seed Round em 2022-01

Finance • Fintech • Financial Education

A Fulmer Instruments é uma agência financeira dedicada a capacitar indivíduos e famílias a alcançarem a independência financeira e a construírem riqueza. A empresa oferece educação financeira abrangente, orientação especializada e estratégias personalizadas para ajudar os clientes a garantirem seu futuro financeiro enquanto causam um impacto significativo no mundo. Com a missão de transformar riqueza em legados duradouros, a Fulmer Instruments oferece uma variedade de produtos financeiros e uma plataforma para melhorar o sucesso operacional de profissionais financeiros.

Descrição

• As a Financial Consultant, you’ll use your unique experiences and values to guide clients toward financial independence. • Your mission is to understand their goals, offer tailored solutions, and empower them to make confident decisions that protect and grow their wealth. • Educate with Integrity: Share financial strategies that align with your clients’ goals. • Consult with Confidence: Present clear, compelling financial solutions that clients can trust. • Stay Compliant: Keep up with industry regulations and best practices to ensure your advice is always accurate and compliant.

🎯 Requisitos

• A valid state life insurance license (or a willingness to get licensed through our support) • Passing a background check • Military Experience: Your service experience gives you a unique perspective that will resonate with clients, especially those in similar situations. • Commit 5-10 hours a week to this role, with the freedom to work from wherever life takes you.

🏖️ Benefícios

• Work from Anywhere: Whether you're on base, moving to a new location, or stationed abroad, this role allows you to work remotely with a flexible schedule that fits your life. • Meaningful Impact: Help other military families and individuals achieve financial security—your work will have a purpose and a positive impact on the community. • Earning Potential: This commission-based role rewards your dedication.