Financial Consultant – $50K-$150K – Remote Planning

Financial Consultant

Company: Lucas Adams Financial Services
Location: United States, Puerto Rico, or Canada
Work Type: Remote
Employment Type: 1099, Full-time / Part-time
Pay: $50K–$150K per year
Expected Hours: 10–40 hours per week

Contact Details

Email: lucaskadams76@gmail.com
Application: Apply through the posting or send your resume

About Lucas Adams Financial Services

Lucas Adams Financial Services is a financial consulting firm focused on providing financial guidance and client support.

The company is looking for a motivated and detail-oriented Financial Consultant to join its growing team.

About the Position

The Financial Consultant will provide financial consulting services to clients.

The position focuses on understanding client needs and goals and providing financial reports, strategies, and recommendations. The consultant will also maintain client relationships and follow up on client requests.

Key Responsibilities

• Provide financial consulting services to clients.
• Build strong client relationships.
• Maintain existing client relationships.
• Understand each client's financial needs.
• Understand client financial goals.
• Prepare financial reports.
• Develop financial strategies.
• Create recommendations based on client needs.
• Work with the team to provide client support.
• Deliver high-quality financial solutions.
• Stay informed about financial trends.
• Monitor market conditions.
• Stay aware of regulatory changes.
• Provide guidance based on current financial information.
• Manage multiple client priorities.
• Handle multiple tasks in a fast-paced environment.
• Follow up on client action items.
• Complete client requests accurately and on time.

Required Qualifications

• Must reside in the United States, Puerto Rico, or Canada.
• Must be 18 years of age or older.
• Strong enterprising mindset.
• Interest in helping clients achieve financial goals.
• Excellent verbal communication skills.
• Excellent written communication skills.
• Ability to explain complex financial information clearly.
• Ability to work effectively with a team.
• Strong attention to detail.
• Strong organizational skills.
• Strong follow-through.
• Ability to manage multiple tasks.
• Strong time-management skills.
• Ability to prioritize work effectively.
• Ability to work independently.

Education

No degree is required for this position.

The company states that it values experience, skills, and interest in financial planning over formal education.

Work Environment

• Fully remote.
• Available to candidates in the United States, Puerto Rico, or Canada.
• Flexible working arrangement.
• Full-time or part-time opportunity.
• Client-focused financial services environment.
• 1099 independent contractor structure.

Compensation

This is a 1099 fully commissioned position.

The listed pay range is $50K–$150K per year.

Actual earnings are based on commission performance.

Benefits

• Flexible schedule.
• Remote work.
• Professional growth opportunities.
• Professional development opportunities.
• Supportive and collaborative team environment.

How to Apply

You may apply through the job posting or send your resume to:

lucaskadams76@gmail.com

Company Contact Information

Lucas Adams Financial Services
Location: United States, Puerto Rico, or Canada
Work Type: Remote
Employment Type: 1099, Full-time / Part-time

Email: lucaskadams76@gmail.com