Financial Professional Job

At World Financial Group, we leverage cutting-edge training and offer innovative products and services that stand out in the financial planning industry. Our business platform features over 200 A and A rated companies across the USA, Canada, and Puerto Rico. We provide access to more than 3,000 financial products in the banking, insurance, and securities sectors, supplemented by multiple strategic partnerships in real estate, accounting, property and casualty insurance, legacy planning, and more. Our platform allows for unlimited scalability and growth potential, creating numerous opportunities for conducting business. nationwide.

Role Overview
The Financial Planner will collect financial data and information from clients to create plans that help them achieve their goals. Our main focus is to educate clients about the principles of money—how it grows, how to invest it, and how it is taxed. We share crucial financial rules and principles and use a six-step process to design personalized plans. These plans aim to increase cash flow, manage debt and credit, evaluate emergency funds, protect assets, and build wealth. Each step helps strengthen the legacy clients leave for their families. Our company also provides great opportunities for leadership roles, allowing you to grow and manage your agency within the organization.

Skills & Qualifications
•18 and over
•Resident of USA, Canada, & Puerto Rico
•Pass Background check & state exam
•Coachability
•Customer Service
•Problem-Solving
•Time Management
•Leadership
•Adaptability

What We Offer

•1099 income and performance-based bonuses
•Flexibility from remotely in the USA, Canada, & Puerto Rico
•Professional and personal development opportunities
•Financial Industry, business, marketing, and leadership training provided
•Sponsored Travel Opportunities
•Part-Time and Full-Time remote positions
•Your Personalized Financial Review Plan and Benefits Program
•Unlimited growth and scalability potential

Other Benefits

World Financial Group is a dynamic and rapidly growing financial services company that offers personalized plans to our clients at no cost. We specialize in strategies designed to increase cash flow, reduce taxes, protect assets, accumulate wealth, and plan legacies, among other services. Our goal is to be the leading provider of financial wellness education for our clients.