What are the responsibilities and job description for the Financial Consultant position at Infinity Financial?
Financial Consultant (Entry-Level | Training Provided)
Industry: Financial Services
Job Type: Full-Time
Location: [Reston, Va / Remote / Hybrid]
Job Overview
We are seeking motivated and dependable individuals to join our team as Financial Consultants. This is an entry-level opportunity for candidates interested in building a long-term career in the financial services industry. No prior experience is required — comprehensive training and ongoing support are provided.
In this role, you will learn how to work with clients to understand their financial goals and provide education on financial strategies related to protection, savings, and long-term planning. You will be supported by experienced professionals in a structured, team-oriented environment.
Responsibilities
- Participate in a structured training and onboarding program
- Learn foundational financial concepts and client service practices
- Assist clients in identifying financial goals and needs
- Maintain professionalism and compliance with company and industry standards
- Build and maintain strong client relationships
- Collaborate with team members and leadership
Qualifications
- No prior financial services experience required
- Willingness to learn and receive coaching
- Strong communication and interpersonal skills
- Reliable, professional, and goal-oriented
- High school diploma or equivalent required
Training & Development
- In-house training provided
- Ongoing mentorship and professional development
- Support for licensing and continued education
- Opportunities for advancement based on performance
What We Offer
- Paid training
- Clear career path and growth opportunities
- Supportive and collaborative work environment
This position is ideal for individuals seeking professional development and long-term career growth in the financial services industry.
Job Types: Full-time, Part-time
Pay: $30,000.00 - $94,225.54 per year
Expected hours: 15 – 40 per week
Work Location: In person
Salary : $30,000 - $94,226