Note: The job is a remote job and is open to candidates in USA. Gill Legacy Planning is a nationwide, mission-driven financial services firm dedicated to providing fee-free financial education and planning. They are seeking Financial Planning Consultants to guide clients in achieving their financial goals through personalized strategies and support.
Responsibilities
- Guide clients through short, mid, and long-term financial goals
- Listen, educate, and provide strategies that help clients feel secure and empowered about their financial futures
Skills
- 18+ years old
- Legal U.S. resident or citizen with SSN
- Able to pass a background check
- Willing to obtain a state license (within 30–60 days)
- Strong integrity, accountability, and communication skills
- Passionate about helping others
- Interested in personal finance or business
- A self-starter with strong time-management skills
- Looking for flexibility and freedom
- Excited to build an income-producing asset and not just a paycheck
- Comfortable starting part-time and growing into full-time
Benefits
- Remote/Hybrid – Work from anywhere with Wi-Fi
- Flexible Hours – Set your own schedule (ideal for part-time starters or career changers)
- Full training, mentorship, and licensing support provided
- Cutting-Edge Fintech & Tools – Empowering you to work efficiently from anywhere
- Mentorship & Support – One-on-one coaching, team collaboration, and weekly Zoom trainings
- Licensing Assistance – Reimbursement program available; upfront state licensing cost is typically $200–$300
- Commission-Based Income (No minimums/quotas OR cap on income)
- Residual & Passive Income
- Performance Bonuses
- Incentive Trips
Company Overview
Retirement planning through insurance products It was founded in undefined, and is headquartered in Katy, TX, US, with a workforce of 2-10 employees. Its website is https://Http:Gill_legacy_planning.com.