-High school diploma or equivalent.
-Strong communication and interpersonal skills.
-Professional attitude and willingness to learn.
-Self-motivated and coachable.
-Goal-oriented with a desire for personal growth.
-Ability to work independently and within a team.
-No experience required.
Candidates from customer service, management, retail, education, healthcare, hospitality, military, and business backgrounds are encouraged to apply.
Responsibilities
-Meet with clients to discuss financial goals and priorities.
-Educate families on financial concepts and strategies.
-Build and maintain professional client relationships.
-Participate in training and professional development programs.
-Work alongside experienced mentors and team leaders.
-Assist clients with financial needs analysis.
-Develop communication and leadership skills.
-Support business growth and community outreach initiatives.
-Participate in virtual and in-person meetings.
-Contribute to a positive and growth-focused team environment.
Hybrid Opportunity | Flexible Schedule | Training Provided
We are expanding our team in the Charlotte metro area and seeking motivated individuals interested in building a career in financial services.
This is a hybrid opportunity offering a highly flexible schedule, with both part-time and full-time options available. Local candidates will have access to in-person training, mentorship, and professional development opportunities while also having the flexibility to work remotely.
No previous financial services experience is required. We provide comprehensive training and a structured development program designed to help individuals develop professionally and advance within the organization.
This opportunity is ideal for professionals who are looking for:
✔ Flexible scheduling around work or family commitments
✔ Career advancement opportunities
✔ Professional and leadership development
✔ Additional income opportunities
✔ A long-term career in financial services
✔ A positive, growth-oriented team environment
We are a growing financial services organization in the Charlotte metro are focused on helping individuals and families improve their financial future through education, protection, and long-term planning.
Our team is committed to developing professionals through mentorship, training, and leadership development. We provide flexible career opportunities for individuals seeking personal growth, professional advancement, and the ability to make a meaningful impact in the lives of others.
We welcome candidates from a variety of backgrounds, including customer service, management, sales, education, healthcare, military, hospitality, and business.