Basal Enterprise, Inc logo

Financial Consultant Trainee - Remote

Basal Enterprise, Inc

  • 1 day ago
  • Remote
  • $2,000–$10,000 Per Month
  • Contractor

Highlights

You will work closely with experienced professionals to gain practical knowledge of financial services and regulatory compliance, setting the stage for a rewarding career in money management and financial advisory. If you or someone you know has an entrepreneurial spirit and is looking to build long-term financial freedom where you control your outcomes, we’d love to connect.

Numbers & Facts

Location (
Remote
)
Job TypeContractor
Salary$2,000–$10,000 Per Month
Company Size1 - 10
HeadquartersDistrict Heights, MD, US
Additional CompensationCommission, Bonus
Websitehttps://www.basalenterprisesfinancial.com

Description

**PLEASE READ BEFORE APPLYING! **  THIS OPPORTUNITY INCLUDES SALES AND IS COMMISSION, MARGIN AND BONUS BASED COMPENSATION.


Overview
Are you looking for a career with unlimited growth potential, flexible work schedule & an amazing work culture? No experience necessary, we offer on the job training, one on one mentorship, quarterly bonus program and offer a path to becoming a financial consultant.

If you or someone you know has an entrepreneurial spirit and is looking to build long-term financial freedom where you control your outcomes, we’d love to connect. Are you looking for a PT/FT gig where YOU control YOUR growth & earning potential, while helping individuals and families meet today’s financial challenges? Embark on an exciting journey as a Financial Advisor Trainee, where you will develop foundational expertise in guiding clients toward their financial goals. This paid position offers a dynamic environment to learn essential skills in financial planning, investment management, and client relationship building. You will work closely with experienced professionals to gain practical knowledge of financial services and regulatory compliance, setting the stage for a rewarding career in money management and financial advisory. Our motto is: No Family Left Behind!

Join us as Financial Consultant Trainee to unlock your potential in the fast-paced world of finance! Develop your expertise while helping clients achieve their dreams through comprehensive financial planning. This paid role is designed for motivated individuals ready to grow their career in a supportive environment that values integrity, innovation, and professional development. The system is built. The support is here.  All we need is you and your hustle. Take control of your future with a proven plug and play roadmap to success.  The Financial Services industry is changing. Come find out how protecting others builds futures, right from home.

Job Responsibilities

Duties
• Educate clients on financial strategies and assist in planning for their financial futures.
• Collaborate with a supportive team and work independently to achieve results.
• Continuously learn and apply business and financial principles to enhance your
• financial IQ.
• Build and maintain strong client relationships.
• Learn how to build an agency utilizing our platform.
• Assist in analyzing clients’ financial situations by gathering relevant data and documentation
• Support the development of personalized financial plans, including estate planning, tax strategies, and investment options
• Participate in client meetings to understand their needs and communicate tailored financial solutions
• Contribute to customer relationship management efforts by maintaining accurate client records and follow-up activities

 

Qualifications

Winning qualifications are:
• You like people
• You like to be challenged
• You are driven
• You are coachable
• You want to be in control of your financial destiny

Experience in the following fields is a PLUS, but not required:

  • ·       Customer Service
  • ·       Customer Relations
  • ·       Sales
  • ·       Retail
  • ·       Accounting
  • ·       Finance
  • ·       Banking
  • ·       Marketing
  • ·       Communications
  • ·       Managerial
  • ·       Leadership
  •         Entrepreneurial roles

Benefits

Performance Bonus, Flexible Schedule, Stock Options, Professional Development, Work From Home

About Company

Basal Enterprises Financial is a diverse and inclusive financial services firm who help everyday individuals, families, and businesses meet today's financial challanges while enjoying unlimited advancement and earning potential. We offer a proven plan, full training, and an encouraging remote-based work environment. We are affliated with the Transamerica Corporation.

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