What are the responsibilities and job description for the Financial Professional position at Finera Financial?
Job Summary
We are seeking a motivated Entry-Level Financial Professional to help individuals and families work toward their financial goals through personalized guidance and planning. This role is ideal for individuals looking to build a long-term career in financial services while developing skills in client relations, financial education, and business development.
No prior experience is required. We provide training, mentorship, and assistance with required licensing. This is a performance-based role with significant growth and earning potential for driven individuals.
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What We Provide
• Remote work opportunity
• Flexible schedule
• Performance-based compensation with uncapped earning potential
• Clear advancement path
• Step-by-step training, mentorship, and licensing support
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Key Responsibilities
• Educate clients on financial concepts and solutions tailored to their goals
• Build and maintain long-term client relationships
• Conduct needs-based financial discussions
• Participate in ongoing training and professional development
• Grow your client base through ethical outreach and referrals
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Who We’re Looking For
• Self-motivated individuals with strong communication skills
• Coachable, growth-oriented professionals
• Individuals comfortable in performance-based environments
• Those interested in long-term career advancement in financial services
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Requirements
• Must be 18 years or older
• Ability and willingness to obtain required state and industry licenses
• Ability to pass a background check