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Entry Level Financial Advisor/Wealth Management Position Remote

Transamerica

Entry Level Financial Advisor/Wealth Management Position Remote

San Jose, CA
Full Time
Paid
  • Responsibilities

    Job Description

    Entry Level Financial Advisor/Wealth Management Position Remote (5 positions only)

    REMOTE OPPORTUNITY - Work from Home or Anywhere with WiFi FLEXIBLE HOURS - You set your own schedule / what you put in is what you will get out NO EXPERIENCE REQUIRED - Full training and mentorship provided (*Preferred Experience/Qualities include customer service, management, retail, restaurant, etc.)

    AS A FINANCIAL PLANNING CONSULTANT:

    You will have the fulfilling opportunity to spread financial literacy to families from all walks of life. We strive to take an educative approach while helping our clients plan for and reach their short, mid, and long-term financial goals. This includes retirement planning, college planning, investments, insurance, etc. Our mission is to help individuals, families, and business owners feel more confident heading into their financial futures, by equipping them with modern-day financial education.

    THE IDEAL CANDIDATE: Values Freedom and Flexibility Excels at Working Independently and in a Team Environment Ambitious and Motivated Entrepreneurial-Minded Self-Starter and Good at Follow-Through Has a personal interest in Personal Finance (even with little to no experience) Sports/Club/Team Background, Sales, and Teaching Experience is always a plus OUR BRANCH OFFICE IS BASED IN BELLEVUE, WA:

    We are a non-captive broker-dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time when our economy is in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educational approaches we provide to our clients. So in the end, they can make better financial decisions for their family.

    MULTIPLE METHODS OF COMPENSATION in Financial Services unlike traditional 9-5 jobs: commission income with no ceiling (one client maybe $2,500 in compensation and another maybe $20,000) residual income (paid from work done last year, every year)passive income (income from clientele group) bonuses paid for world travel, and more

    BASE QUALIFICATIONS: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Able to pass a Background Screening Able to complete licensing requirements within 60 days Accountable with a high level of integrity (critical in this regulated and customer-based industry)

    ENVIRONMENT: Positive and supportive team culture. We're all passionate about learning to help individuals, families, and businesses with short, mid, and long-term financial goals. Outside of teaching our consultants necessary financial concepts, we also train on leadership skills, business skills, marketing, social media/branding, communication, and more! Training and flexible work hours can weave into your existing schedule Part-Time or Full-Time. Production Based, Commission-Only Position (1099). NO prior certification, experience, or education is necessary.

    Company Description

    Vested in your success – 100 percent. With decades of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. We currently handle more than $10 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. CORPORATE OVERVIEW For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors'​ financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. DISCLOSURES Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), a broker/dealer - Member FINRA, SIPC, and Registered Investment Advisor. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor http://www.finra.org/ http://www.sipc.org

  • Industry
    Financial Services