Financial Consultant (Entry-Level | Training Provided)

We are building a boutique financial consulting team in the Bay Area, focused on helping individuals and families with long-term financial planning, tax-efficient strategies, and retirement solutions. Our approach to financial planning is holistic — integrating areas such as tax strategies, retirement income planning, and risk management solutions (including life insurance when appropriate).

This role is ideal for:

Individuals exploring a career transition Professionals looking to build a second income stream Those interested in financial services but without prior experience

What We Offer:

Structured training program (no experience required) Mentorship from experienced professionals Flexible schedule (part-time or full-time) Access to AI tools and marketing systems Clear path to build your own client base

What You'll Do:

Learn financial planning fundamentals Support clients with basic financial strategies Build your own network and client relationships Develop into a licensed financial professional Preferred Background (not required): Real estate / mortgage / tax / sales Strong communication skills Entrepreneurial mindset

Pay:

$71,818.60 - $86,491.22 per year

Work Location:

Hybrid remote in Burlingame, CA 94010