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Licensed Financial Professional Recruiter

🌐 Remote💼 Full-time🗓 2026-07-26

Core

A dual-role position combining financial planning services with recruiting new agents to build a business.

Role type

Licensed Financial Professional and Recruiter

Builds

Personalized financial plans and a recruiting team of financial service partners

Domain

Financial Services / Wealth Management

Deliverable

client delivery | infrastructure

Required skills

Financial analysis, personalized financial planning, recruiting, business development, relationship management, regulatory compliance

Preferred skills

Estate planning knowledge, CPA collaboration, debt management, retirement planning

Technologies

Scripted recruiting templates, financial analysis tools

Responsibilities

Recruit top-tier partners using scripted templates, conduct financial analysis for clients, develop personalized financial plans, build and maintain client and partner relationships, participate in business development activities

Seniority

Entry-level / Trainee

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## About the Role We are seeking a highly motivated individuals to join our Recruiting team. Become a Licensed Financial Service professional and recruiter, you will be trainned by seasoned Recruiters/Agent Advisors on our system. You will also be trained on how to provide comprehensive financial services to clients. This is an excellent opportunity for someone who is eager to create a strong background in this business as a Licensed Financial Professional and a top tier Recruiter. We are looking for individuals with a passion for helping others achieve their financial goals, get acess to financial resources and building a BIG Business. We are open to transitioning DoD Service Members as well. ## Responsibilities - Learn to recruit top tier partners using our scripted templates and other tools. - Learn to conduct thorough Financial Analysis for clients to determine their current financial situation and future goals - Learn to develop personalized financial plans based on clients' needs and objectives - Learn how to buil a strong recruiting team that generates passive income. - Stay up-to-date with industry trends, regulations, and best practices in financial planning - Stay up-to-date with industry trends, and best practices in Recruiting - Learn to build and maintain strong relationships with clients and business partners through strong communication and exceptional service - You will be collaborating with other professionals on our platform, such as Estate Attorneys, CPAs, Debt Specialists and Retierment Planners, to provide comprehensive asset and wealth management solutions - Actively participate in business development activities to expand your client base ## Qualifications - Must be a U.S. Citizen and reside in the United States of America. - Excellent communication and interpersonal skills to effectively interact with clients and colleagues - Ability to work independently and manage multiple client relationships simultaneously - If you are a results-oriented individual with a passion for Recruiting and also, helping others achieve their financial goals, we would love to hear from you. Join our team of licensed Financial Service Professionals and Recruiters to make a positive impact on the lives of our clients and partners. ## Benefits Partners assistance program, Financial planning services, Flexible schedule, Life and Health insurance, Professional development assistance, Referral program, Retirement plans, and Compensation packages: ## Work Schedule Choose your own hours ## Application Question(s) - Do you currently reside in the United States of America? - Do you have a personal computer or laptop, and webcam? - Do you have reliable internet and a quiet location to operate in? - Are you a U.S. Citizen, a Permanent Resident, or hold a legal status to reside in America? - Do you have a 2-15 Life, Health, and Annuities License? - If you do not have the a 2-15 L,H,A , Are you willing to register with your state and pay the state fees to obtain your license? ## Work Location Remote
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