What are the responsibilities and job description for the Financial Specialist position at Stewardship I Morgan & Co.?
Flexible Schedule - Set your own hours, with the ability to work full-time or part-time (5–80 hours per week).
No Experience Required - Comprehensive training and mentorship provided. Preferred backgrounds include customer service, management, retail, or hospitality.
As a Financial Professional, you’ll empower clients from diverse backgrounds by providing financial education and personalized planning. You’ll help individuals, families, and business owners achieve their short-, mid-, and long-term financial goals through retirement planning, college savings, investments, and insurance solutions. Our mission is to build confidence in our clients’ financial futures using innovative technology, trusted expertise, and a client-first approach.
Desired Characteristics
- Commitment to personal and professional growth.
- Strong communication and interpersonal skills.
- Leadership experience or a desire to develop leadership abilities.
- Passion for making a positive impact in the financial industry.
- Ability to thrive in both collaborative team settings and independent work.
- High integrity, with a focus on prioritizing clients’ best interests.
Key Responsibilities
- Conduct professional virtual appointments through our firm’s online platform.
- Build and maintain trusted client relationships, providing ongoing financial guidance.
- Manage your calendar, client portfolio, and operational tasks efficiently.
- Prepare and recommend tailored financial plans, including data entry and report generation.
- Stay current on financial products, providers, and industry trends.
- Mentor and guide new representatives as needed, adhering to company standards.
What Sets Us Apart
- Flexible Roles: Choose between full-time or part-time commitments.
- Innovative FinTech: Leverage industry-leading technology to deliver exceptional client experiences.
- Supportive Culture: Join a team that prioritizes personal fulfillment and professional growth.
- Growth Opportunities: Potential for future agency ownership and leadership roles.
- High Client Retention: Benefit from our industry-leading persistency rates.
Qualifications
- Minimum age of 18 (25 preferred).
- Legal U.S. resident, citizen, or work permit holder with a valid SSN.
- Ability to pass a background check.
- Willingness to complete licensing requirements within 30 days.
- High level of accountability and integrity, critical for a regulated, client-focused industry.
- Entrepreneurial mindset, with a drive to build and grow as a business partner.
We Offer
- Comprehensive training program, no prior experience needed.
- Opportunity to work in the #1 growing financial industry.
- Meaningful work mentoring, teaching, and serving clients.
- Access to financial planning services for personal use.
- Referral program to expand your network.
Compensation & Benefits
- Earning Potential: $0.01–$100,000 per year, based on performance.
- Flexible Schedule: Control your workload and hours.
- Supplemental Pay: Performance-based bonuses and commissions.
Pay: $0.01 - $125,000.00 per year
Benefits:
- Financial planning services
- Professional development assistance
Application Question(s):
- Are you located in the United States or Canada?
Education:
- High school or equivalent (Required)
Pay: $0.01 - $125,000.00 per year
Benefits:
- Financial planning services
- Flexible schedule
Application Question(s):
- Do you live in the United States or Canada?
Education:
- High school or equivalent (Required)
Work Location: Remote
Pay: $20,000.00 - $125,000.00 per year
Application Question(s):
- Are you located in the United States?
Education:
- High school or equivalent (Preferred)
Work Location: Hybrid remote in San Jose, CA 95138
Salary : $10 - $100,000