Financial Consultant

Job not on LinkedIn

🕒 April 20

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Fulmer Instruments

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2016

💸 Finance

💳 Fintech

💰 $1M Seed Round on 2022-01

Finance • Fintech • Financial Education

Fulmer Instruments is a financial agency dedicated to empowering individuals and families to achieve financial independence and build wealth. The company provides comprehensive financial education, expert guidance, and customized strategies to help clients secure their financial future while making a meaningful impact on the world. With a mission to transform wealth into lasting legacies, Fulmer Instruments offers diverse financial products and a platform to enhance operational success for financial professionals.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.