Financial Consultant

Legacy LD

(remote)

JOB DETAILS
JOB TYPE
Contractor, Full-time, Part-time
SKILLS
Consulting, Customer Service Management, Management Strategy, Leadership, Team Player, Communication Skills, Sales, Sales Management, Training/Teaching, Interpersonal Skills, Organizational Development/Management, Retirement Plan, Operations Management, Finance, Financial Planning, Financial Services,
QUALIFICATIONS
  • Must be legally eligible to work in the United States with a U.S. phone number.
  • Strong communication and people skills.
  • Self-driven with a willingness to learn and improve.
  • No previous experience in finance is required—our training program will guide you.
  • Comfortable working both independently and in a collaborative team environment.
  • Passionate about helping others and solving problems.
  • Open to part-time or full-time scheduling with flexibility.
RESPONSIBILITIES
  • Partner with clients to evaluate their financial goals and design customized strategies.
  • Deliver a full spectrum of services, including investment planning, retirement solutions, insurance protection, and college savings programs.
  • Educate clients on essential financial principles to empower confident, well-informed decision-making.
  • Cultivate and sustain long-term relationships through regular follow-ups and personalized support.
  • Engage in continuous training to sharpen expertise and remain up to date with industry trends.
  • Pursue career growth opportunities with clear pathways to leadership and management roles.
BENEFITS
Performance Bonus, Flexible Schedule, Stock Options, Work From Home, Professional Development
POSTED
4 days ago

This is a FULLY REMOTE position.

Are you ready to begin a fulfilling new chapter in the world of finance, all from the convenience of your home? We're looking for motivated, mission-focused individuals to join our team as Entry-Level Financial Professionals in the Dallas area and beyond. With robust remote training and development support, you’ll launch your career in one of today’s most in-demand industries.

Perks of Working With Us:

Remote training and continuous mentorship
Support for ongoing education and licensing
Flexible hours to support a healthy work-life balance
Corporate discounts for certifications and professional growth

 

We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered.

About the Company

L

Legacy LD

Our goal is to take an educational approach and deliver our expertise to people from all walks of life. Our firm does not require a certain net worth or a minimum investment to get started. We will provide a free financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.

COMPANY SIZE
51 - 200