Financial Professional - Customer Relations - Remote

Overview

Legacy Wealth Associates is hiring for a Financial Professional role that can be worked part-time or full-time. This position is focused on customer relations, making it ideal for individuals with strong interpersonal and communication skills.

In Short

• Work remotely via Zoom with the option for branch location.
• No prior finance experience required; training provided.
• Conduct 2-6 virtual consultations per day.
• Assist clients with financial planning options.
• Build relationships and provide ongoing financial guidance.
• Participate in training and mentorship programs.
• Work towards obtaining state licensing with full support.
• Flexible schedule; part-time or full-time available.
• Commission-based structure with uncapped earning potential.
• Join a mission-driven company focused on financial empowerment.

Requirements

• Must be 18 years or older and authorized to work in the U.S.
• Strong customer service, communication, and people skills.
• Self-motivated with a growth-oriented mindset.
• Entrepreneurial spirit with a drive for financial success.
• Background in sales, banking, accounting, marketing, or customer service is a plus.

Benefits

• Flexible schedule and 100% remote work.
• Comprehensive training to obtain industry licensing.
• Growth opportunities including advancement and equity.
• Supportive team culture with experienced mentors.
• Make a real impact by helping families achieve financial security.