Financial Professional

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🤠 Texas – Remote

🤠 Texas – Remote

💵 $24k - $300k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Association for Financial Professionals

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1976

💸 Finance

📚 Education

Finance • Education • Certification

Association for Financial Professionals (AFP) is a prominent organization that specializes in certification and professional development for treasury and finance professionals. They administer the Certified Treasury Professional (CTP) and Certified Corporate Financial Planning and Analysis Professional (FPAC) designations, which serve as global standards of excellence in the finance industry. AFP's mission is to drive the future of finance and treasury through certification, training, and hosting significant events that foster professional growth and networking opportunities.

📋 Description

• Sell financial retirement and insurance products remotely • Develop Financial Need Analyses (FNA) for clients • Help families, individuals, and business owners protect retirement assets and retirement accounts • Provide college planning, tax-free and tax-deferred index strategies, and debt management services • Advise on annuities, Roth conversions, and 401(k)/IRA rollovers • Support estate and business planning with the advanced planning team • Generate and work hot, warm, and cold leads, including leads through ETHOS • Identify client goals and educate, advise, plan, and design financial solutions • Illustrate and present retirement, investment, college/savings, and lifetime-income plans • Build lasting relationships with clients, business associates, and partners • Expand the business and develop management and leadership capabilities • Use workflow and technology systems to deliver efficient results

🎯 Requirements

• Minimum 18 years of age • Legal U.S. resident, citizen, or work permit holder with SSN • Must pass a background check/screening • Must obtain baseline state financial producer licensing • Able to complete licensing requirements within 30 days • No prior experience needed • Accountable with a high level of integrity • Ability to connect with people, identify goals, educate, advise, plan, and design solutions • Ability to illustrate and present retirement, investment, college/savings, and lifetime-income plans • Ability to build client, business-associate, and partner relationships • Ability to expand business, management, and leadership skills • Ability to leverage workflow and technology systems

🏖️ Benefits

• Excellent free training and mentorship • Leadership and upward advancement opportunities • Legal ownership of book of business and potential generational agency ownership • Equity and beneficiary rights to business and agency (subject to qualification) • Residual income • Passive income • Producer, agency, expansion, and other bonuses • Profit sharing • Paid world travel • Flexible work-from-home arrangement • Uncapped commission income • Yearly renewals