Davis Family Financial
11 - 50 employees
Founded 2023
🛡️ Insurance
💼 Consulting
💸 Finance
Insurance • Consulting • Finance
Davis Family Financial is a financial agency dedicated to securing the financial future of individuals and families while driving positive change in both personal lives and the broader community. The agency emphasizes the importance of transforming wealth into meaningful impact, empowering clients to achieve financial independence through comprehensive solutions, expert guidance, and a diverse array of financial products. Their goal is to help clients realize their financial dreams, support global causes, and build legacies that make a difference in the world.
Financial Consultant
Job not on LinkedIn
🕒 March 31
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Davis Family Financial
11 - 50 employees
Founded 2023
🛡️ Insurance
💼 Consulting
💸 Finance
Insurance • Consulting • Finance
Davis Family Financial is a financial agency dedicated to securing the financial future of individuals and families while driving positive change in both personal lives and the broader community. The agency emphasizes the importance of transforming wealth into meaningful impact, empowering clients to achieve financial independence through comprehensive solutions, expert guidance, and a diverse array of financial products. Their goal is to help clients realize their financial dreams, support global causes, and build legacies that make a difference in the world.
📋 Description
• Sit down with individuals, families, or business owners to discuss financial goals • Help create a game plan or roadmap to achieve short-term and long-term financial goals • Provide financial solutions, products, and services including retirement planning, wealth accumulation, college planning, investments, & insurance
🎯 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
🏖️ Benefits
• Flexible schedule • Performance-based promotions
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