What are the responsibilities and job description for the Finance Specialist position at Wealth Academy?
Company Overview
We are a National Life, Health and Wealth Brokerage, we recently partnered with Integrity Group. Our sole mission is to save and change lives daily.
Role Description
As an independent financial services entrepreneur, you will build and operate your own practice using a proven business model, mentorship, and systems. This role is designed for motivated individuals seeking long-term growth, ownership, and the ability to scale a business while making a meaningful impact.
You will work directly with clients to improve financial literacy, develop personalized strategies, and build lasting relationships, while also developing leadership, sales, and business skills under the guidance of experienced mentors.
This opportunity offers flexibility, performance-based compensation, and a clear roadmap for growth and expansion.
Qualifications
- Entrepreneurial mindset with a strong desire for business ownership and growth
- Self-motivated, disciplined, and comfortable working in a performance-based environment
- Coachable and open to mentorship, feedback, and continuous learning
- Strong communication and relationship-building skills
- Growth-oriented with a commitment to personal and professional development
- Ability to manage time effectively and operate independently
- Integrity-driven with a client-first mindset
- Willingness to obtain and maintain required licenses (if not already licensed)
- Previous experience in sales, leadership, finance, coaching, or business is a plus—but not required