Financial Services Professional Visionary Wealth Movement Alexandria, VA Job Details Part-time | Full-time | Contract $75,000 - $150,000 a year 1 day ago Benefits Financial planning services Tuition reimbursement Opportunities for advancement Life insurance Retirement plan Qualifications Banking services expertise Customer relationship building Portfolio performance analysis Investment performance monitoring No experience needed Income tax planning Compliance management Client retention Investment client management Industry trends Financial product expertise Financial concepts Industry knowledge of financial regulations Financial goal setting advisory services Cash management Banking product expertise Experience practicing in the securities industry Communication skills Entry level Training delivery Under 1 year Financial markets knowledge Full Job Description Overview Join our dynamic team as a Financial Services Professional and become a vital partner in helping clients achieve their financial goals! In this energetic role, you will deliver expert guidance on a wide range of financial products and services, including tax strategies and wealth management. Your passion for finance and client success will drive impactful conversations, enabling individuals and families to build secure futures. This paid position offers an exciting opportunity to grow your expertise in the fast-paced world of financial services while making a meaningful difference in clients' lives. Duties Provide comprehensive financial advice tailored to clients' unique needs, covering investment strategies and tax optimization Develop and implement personalized financial plans Manage client portfolios by monitoring investments, performing financial analysis, and adjusting strategies to meet evolving goals Educate clients on financial concepts, industry regulations, and market trends to foster informed decision-making Maintain strong client relationships through proactive communication, regular reviews, and exceptional service delivery Ensure compliance with all relevant financial regulations and industry standards such as FINRA requirements Collaborate with colleagues on complex cases involving banking services expertise, cash management solutions, and asset management strategies Qualifications Entrepreneurial driven, and self-motivated. Coachable and willing to learn. Values faith, purpose, and integrity in business. Comfortable speaking with people and building relationships. Must be 18+ and authorized to work in the U.S. No prior experience or degree required (training provided). Compensation Commission-based (uncapped).

Average part-time earnings:

$1,000-$3,000/month.

Average full-time earnings:

$5,000-$10,000+/month. Agency Profit Share for Brokers How to Apply Apply here to complete your pre-interview questionnaire. Qualified candidates will be contacted to schedule a virtual discovery call with our leadership team. Why you'll love it here We are dedicated to fostering an environment where our associates can flourish both personally and professionally. Our commitment extends beyond just work; we prioritize your well-being and growth.

Our benefits include:

Comprehensive training programs that empower your career development. Flexible work arrangements that support work-life balance. Opportunities for advancement within the organization. A collaborative team culture that values diversity and inclusion. Embark on a rewarding career where your expertise fuels client success! We're committed to supporting your professional growth through ongoing training in financial concepts, industry regulations, and innovative product solutions. Join us to make a lasting impact in the world of finance while advancing your career in a vibrant and supportive environment.

Pay:

$75,000.00 - $150,000.00 per year

Benefits:

Financial planning services Life insurance Retirement plan Tuition reimbursement

Work Location:

Hybrid remote in Alexandria, VA 22334