Wealth Education Consultant

Prosperity Money Solutions

Wealth Education Consultant

San Diego, CA
Paid
  • Responsibilities

    Wealth Education Consultant Are you seeking a flexible, business-oriented opportunity where you can increase your income while helping individuals strengthen their financial future? This hybrid role combines face-to-face interaction with remote flexibility, allowing you to build meaningful client relationships while managing your own schedule. As a Wealth Education Consultant with Prosperity Money Solutions, you will guide clients through evaluating their current financial situation and introduce strategies designed to support long-term financial stability and wealth growth. This opportunity is ideal for individuals who enjoy networking, relationship-building, and growing a client base over time. This role also complements professions such as real estate and lending, where referrals, community connections, and client relationships are key. It can serve as an additional income stream alongside an existing career. Why Join Us • Licensing support and guided training provided • Flexible hybrid structure with both remote and in-person opportunities • Low startup costs to launch your business • Freedom to create your own schedule and manage your daily activities This opportunity provides a pathway to build a client-centered business while expanding your knowledge in financial education and wealth-building concepts. If you are ready to grow your own business and make a positive impact, apply today. Additional Information • No prior experience necessary — training is provided • Opportunity to begin earning after licensing, often within a few weeks • Ability to serve clients locally and across multiple markets Responsibilities: • Work with clients to assess current financial situations and goals • Present strategies related to retirement, protection, and long term planning • Help clients understand options for improving cash flow and building wealth • Provide ongoing support and check ins to track progress • Build and maintain a network of clients and referrals • Communicate financial concepts in a clear and confident manner • Develop long term client relationships focused on growth Qualifications: • Forward-thinking and growth-oriented mindset • Comfortable communicating with clients and building relationships • Willingness to learn and apply financial concepts • Open to obtaining a financial license with guidance • Interest in building a flexible income stream • Ability to manage time and work independently Compensation: $120,000 at plan earnings

    • Work with clients to assess current financial situations and goals • Present strategies related to retirement, protection, and long term planning • Help clients understand options for improving cash flow and building wealth • Provide ongoing support and check ins to track progress • Build and maintain a network of clients and referrals • Communicate financial concepts in a clear and confident manner • Develop long term client relationships focused on growth

  • Compensation
    $120,000 per year