We're looking for passionate Retirement Planning Consultants to join our growing Texas financial planning firm! Along the way, we teach our partners to be in business for themselves, but not by themselves.

Role Description

As we help the Baby Boomer generation secure their financial future, you'll play a vital role in empowering them to achieve their retirement goals.

Here's what you'll do:

• Become a Retirement Planning Expert: We provide comprehensive training on retirement planning strategies, financial products, and effective sales processes.
• Build Meaningful Relationships: You'll develop long-term relationships with clients, understanding their unique needs and crafting personalized retirement plans.
• Guide Clients with Confidence: Leverage your expertise to educate clients on financial concepts, empowering them to make informed decisions for a secure retirement.

Responsibilities:

• Conduct in-depth consultations to understand client's retirement goals, risk tolerance, and financial situation.
• Develop and present personalized retirement plans, including investment strategies and income maximization techniques.
• Build strong relationships with clients through exceptional communication and ongoing service.
• Stay up-to-date on industry trends and adapt your approach to meet evolving client needs.

Why Partner with Us?

• Proven Training & Support: We provide comprehensive training, industry-leading CRM & client portal access, and ongoing mentorship.
• Established Marketing Engine: Benefit from our lead generation system and marketing expertise to build your client base.
• Collaborative Environment: Work alongside experienced leadership and a team dedicated to your long-term success.
• Remote Capacity: All of this can be done from your computer at home!

Qualifications:

• Strong desire to help people achieve financial security in retirement.
• Excellent communication and interpersonal skills to build lasting client relationships.
• Ability to explain complex financial concepts in clear and understandable terms.
• A passion for learning and staying current on retirement planning trends.
• Commitment to ethical practices and upholding fiduciary responsibility.

Bonus Points:

• Previous experience in financial services or sales.
• Proven success in building a sustainable client base.

Ready to Launch Your Rewarding Career in Retirement Planning?

We offer a competitive compensation package and a supportive environment where you can make a real difference in people's lives. Join our team and empower the Baby Boomer generation to achieve a secure and fulfilling retirement!

Job Types: Full-time, Part-time

Pay: $88,834.00 - $97,340.00 per year

Expected hours: 16 – 40 per week

Benefits:

• Financial planning services
• Flexible schedule
• Life insurance
• Professional development assistance
• Retirement plan

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday
• Weekends as needed

Work setting:

• Remote

Work Location: Hybrid remote in Fort Worth, TX 76107