Posted by Invictus Financial Solutions is hiring Financial Planners for remote full-time and part-time positions in the USA. The role offers advertised annual earnings of $30,000 to $125,000 and provides a flexible work schedule.
No previous experience is necessary for the position. The company provides an in-depth training and mentorship program designed to help successful candidates develop as financial professionals and potentially progress into management and leadership roles.
Job Overview
- Job Title: Financial Planner
- Company: Invictus Financial Solutions
- Location: USA
- Employment Type: Full-time or Part-time
- Work Arrangement: Remote
- Salary: $30,000 – $125,000 per year
- Experience: No experience necessary
- Schedule: Flexible
- Training: Full training and mentorship provided
- Life and Health License: Preferred
- Visa Sponsorship: Not stated
About the Employer
Invictus Financial Solutions operates in the financial services industry and describes its business as a non-captive broker dealer. The firm works with companies including Fidelity & Guarantee, Prudential and John Hancock, with financial products and services from these providers being marketed and represented by the firm.
The company states that it takes an educational approach when working with clients, helping them make financial decisions based on their individual goals.
Job Description
The Financial Planner will learn how to work with individuals, families and business owners to understand their financial goals and develop financial plans to help them work toward those objectives.
The training covers financial areas including retirement planning, college planning, investments and insurance.
The company also states that it promotes from within and provides opportunities for financial professionals to progress into management and leadership positions.
Key Responsibilities
- Meet with individuals, families and business owners to discuss their financial goals.
- Help develop financial plans based on clients’ financial objectives.
- Provide information about the financial products and services represented by the firm.
- Work with clients in areas such as retirement planning, college planning, investments and insurance.
- Maintain effective communication with clients and team members.
- Follow up on assigned tasks.
- Manage multiple responsibilities and priorities efficiently.
- Participate in the company’s training and mentorship program.
Qualifications and Requirements
Candidates should have:
- Strong verbal and written communication skills.
- The ability to work effectively within a team.
- Good attention to detail.
- The ability to follow up on tasks.
- The ability to work under pressure while maintaining a positive attitude.
- Strong multitasking, prioritization and time management abilities.
- A hardworking and dedicated approach.
- Willingness to complete training as a financial professional.
Previous experience is not required.
A life and health license is preferred.
Salary and Benefits
The advertised annual pay range is $30,000 to $125,000.
The company offers both full-time and part-time positions with a flexible schedule.
Listed benefits and workplace offerings include:
- Flexible schedule.
- Work from home.
- Life insurance.
- Health insurance.
- Paid time off.
- Training and mentorship.
- Unlimited growth potential.
- Stability and security.
Who Should Apply?
This Financial Planner opportunity may suit motivated individuals interested in developing a career in financial services.
Because no previous experience is required, the position can also suit candidates who are willing to learn through the company’s training program. Strong communication, organisation, time management and teamwork skills are important for the role.
Frequently Asked Questions
1. What is the job title?
The position is for a Financial Planner.
2. Who is hiring Financial Planners?
Invictus Financial Solutions is listed as the employer.
3. Is the Financial Planner position remote?
Yes. The position is advertised as remote and work from home.
4. Is previous experience required?
No. The listing states that no experience is necessary.
5. How much does the Financial Planner position pay?
The advertised pay range is $30,000 to $125,000 per year.
6. Are full-time and part-time positions available?
Yes. The company offers both full-time and part-time positions.
7. Is a life and health license required?
The listing states that a life and health license is preferred.
8. Does the position offer visa sponsorship?
Visa sponsorship is not stated in the job listing.
How to Apply
Interested candidates who meet the required qualifications and experience criteria should submit their application.
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