Note: The job is a remote job and is open to candidates in USA. Let's Create SUCCESS is seeking an Independent Financial Consultant to leverage expertise in a highly autonomous advisory capacity. The role involves strategic client sourcing, relationship management, and practice growth execution while providing complete professional autonomy.
Responsibilities
- Identify, engage, and establish high-value relationships with new clients and affiliates globally
- Act as the primary strategic advisor, cultivating strong, long-term relationships with clients and stakeholders
- Implement and manage advanced digital marketing and business development workflows to drive your independent practice’s market share
- Oversee your daily operations, taking full ownership of your scheduling, scaling, and client delivery strategy
Skills
- Experience: 4-6 years
- Proven Financial Background: Experience in demanding financial roles (Financial Advisor, Wealth Manager, Private Banker, CFP, or Investment Consultant)
- High Initiative: A clear desire for significant professional autonomy and financial growth
- Elite Work Ethic: The discipline required to build momentum and meet long-term objectives independently
- Exceptional Communication: Master-level communication, negotiation, and efficient time management skills
Benefits
- Complete Professional Autonomy: A fully remote, independent consultancy role that you direct and own from day one.
- Structured Enterprise Training: Comprehensive onboarding and continuous masterclass mentorship from an established global network of successful advisors.
- Uncapped Performance-Based Advantages: Financial growth directly tied to your project success and execution, entirely free from traditional corporate caps or salary brackets.
- Unparalleled Flexibility: The ability to transition entirely out of the firm-led environment or strategically scale your independent practice alongside existing commitments.
- Regular collaboration with an elite global mastermind network
Company Overview