Entry-Level Financial Planner - Remote Position

About the Role

We are seeking an enthusiastic Entry-Level Financial Planner to join our team at Morrison Family Financial. This remote position is perfect for individuals who are eager to learn about financial planning and help families achieve their financial goals. As an Entry-Level Financial Planner, you will receive comprehensive training to equip you with the skills necessary to guide clients in areas such as retirement planning, wealth accumulation, and insurance.

What You'll Do

• Participate in a structured training program to become a knowledgeable Entry-Level Financial Planner.
• Assist clients in identifying their financial goals and developing personalized plans.
• Work with individuals, families, and business owners to provide financial advice and solutions.
• Focus on retirement planning, wealth accumulation strategies, and insurance options.
• Communicate effectively with clients to understand their needs and provide exceptional customer service.

Requirements

• Must be at least 18 years old.
• Legal U.S. resident or citizen required.
• No prior experience needed; a willingness to learn is essential.
• Able to complete licensing requirements within 14 days of starting.
• Soft background check required.

Nice to Have

• Strong communication and customer service skills.
• Interest in finance and helping others.
• Ability to work independently and manage time effectively.

What We Offer

• Complimentary financial plan provided to all employees.
• Opportunity for career development and advancement into management roles.
• Work with top Fortune 500 companies.
• Supportive team environment focused on education and growth.
• Flexible schedule to accommodate work-life balance.