Davis Family Financial
Jobs at Davis Family Financial
Financial Consultant
Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.
THIS POSITION IS 100% PERFORMANCED BASED. Promotions are STRICTLY based on your performance. There is no quota system, you have complete control on how and when you want to work.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days
Entrepreneurial spirit is key.
Financial Consultant
Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.
THIS POSITION IS 100% PERFORMANCED BASED. Promotions are STRICTLY based on your performance. There is no quota system, you have complete control on how and when you want to work.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days
Entrepreneurial spirit is key.
Financial Professional
Davis Family Financial is a leading financial services firm dedicated to helping families and individuals achieve their financial goals. We provide a wide range of services including financial planning, investments, insurance, and retirement planning. Our team of experienced professionals is committed to providing personalized and comprehensive solutions to our clients.
Job Description:
We are seeking a highly motivated and driven individual to join our team as a Financial Professional. In this role, you will have the opportunity to work with a diverse client base and help them achieve their financial goals. You will be responsible for building and maintaining relationships with clients, providing financial advice and guidance, and offering personalized solutions to meet their specific needs.
Key Responsibilities:
- Meet with clients to understand their financial goals and objectives
- Conduct thorough financial analysis and develop customized financial plans
- Educate clients on various financial products and services
- Recommend appropriate investments and insurance products to help clients achieve their goals
- Monitor and review client portfolios to ensure they remain aligned with their financial objectives
- Maintain strong relationships with clients through regular communication and follow-up
- Keep up-to-date with industry trends and changes in the financial market
- Collaborate with team members to develop strategies for business growth
Qualifications:
- Strong understanding of financial products and services
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Detail-oriented with strong analytical skills
We Offer:
- Ongoing training and development opportunities
- Supportive and collaborative work environment
If you are passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career, we encourage you to apply for this exciting opportunity at Davis Family Financial.