Overview Are you overworked and underpaid? Are you tired of being sick and tired. Come earn while you learn! financial literacy is the most important thing we need but not being taught and that's intentional

• to keep most of us held back. We are revolutionizing the financial service industry
• taking the power back from Wallstreet and bringing it to your street. this Is a regular check
• this is a purpose driven check. If this resonates with you
• let's start a conversation. You don't have to be a professional today; you just have to be coachable . You don't have to be the best today; you just have to want to try your best
• Duties Develop personalized financial plans by analyzing clients' assets, liabilities, and investment objectives.

Advise clients on estate planning strategies, wills, trusts, and estate law to optimize wealth transfer and legacy planning. Provide comprehensive investment management advisory services, including portfolio management and cash management solutions. Maintain up-to-date knowledge of securities law, financial regulations, and industry best practices to ensure compliance. Cultivate strong client relationships through proactive communication, regular reviews, and tailored financial solutions. Conduct detailed financial analysis using advanced financial software and research tools to inform investment recommendations. Educate clients on various financial products, including banking services, asset management options, and insurance solutions. Skills

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YOU WILL LEARN

Extensive knowledge of estate planning, wills, trusts & estate law, and tax experience. Proven experience practicing in the securities industry with a solid understanding of FINRA regulations. Strong expertise in wealth management, investment strategies, and financial markets knowledge. Excellent client relationship management skills with the ability to communicate complex concepts clearly. Proficiency in financial analysis, research methodologies, and the use of financial software tools. Deep understanding of financial concepts such as risk assessment, portfolio diversification, and cash flow management. Familiarity with industry regulations related to financial compliance and technical accounting standards. This role is ideal for motivated professionals eager to make a meaningful impact by guiding clients through their financial journeys with confidence and integrity. We are committed to supporting your growth with ongoing training opportunities and a collaborative work environment that values innovation and excellence in financial services.

Pay:

$500.00

• $15,000.

00 per month

Benefits:

Financial planning services Professional development assistance People with a criminal record are encouraged to apply

Work Location:

Hybrid remote in San Antonio, TX 78233