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Open nowFirst seen 30 hours ago

Wealth Management (Remote)

Melius Consulting, LLC110 open roles

Where
San Francisco, California, United States
Work mode
Remote
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Your applicationOpen nowWealth Management (Remote)Melius Consulting, LLC · San Francisco, California, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Melius Consulting, LLC's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.8%7 days
  4. 18.6%14 days
  5. 35.6%30 days
  6. 45.1%60 days
This job: first seen 30 hours ago

The posting

About the job

Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work.

We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact.

Opportunity:

As an Agent, you will serve as a key contact and liaison for clients to ensure they receive the financial education and support needed to reach their goals. As all training is provided by our expert leadership, no prior financial industry experience is required. We favor those who have demonstrated experience in serving others as educators, military personnel or public servants, and are willing to grow their skillset.

A strong entrepreneurial or leadership focus is a plus, as we do not believe in micromanagement and empower our agents to take initiative. You will engage with clients, providing financial education and support needed in a timely, professional and courteous manner. Agents provide financial knowledge, education, and strategies for business matters, insurance protection, retirement, savings and estate planning to help clients and business owners tailor-make their ideal futures.

We are in the most highly compensated field, where your hard work, dedication and commitment to serving others will be rewarded. Your earnings will be directly tied to your performance and effort. Compensation and advancement opportunities are tailored to your career goals. Please keep in mind, no prior financial skills or experience is required–we are strongly committed to finding good-hearted leaders who are willing to be trained and coached to execute this position successfully.

Responsibilities:

  • Assist and educate clients with both consumer and small business solutions and strategies while helping them navigate their unique life.
  • Leverage available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
  • Adhere to established processes, laws, and guidelines in performing day-to-day activities, such as submitting policies and account maintenance
  • Manage client interactions by taking the best course of action for them at all times while abiding by all regulatory requirements

Must have:

  • Ambition & drive to make a positive impact in the community
  • Customer service and/or management experience
  • Ability to pass a background check
  • Ability to pass a state licensing exam
  • Age 18 or older and U.S. citizenship
  • Computer with a camera

We provide:

  • Study materials and preparation support to pass your exam within 1 week
  • Remote & hybrid work options
  • In-house online tools and training
  • Personalized scheduling to accommodate your lifestyle
  • Weekly training and coaching by top industry leaders
  • A proven system that will lead to your success, if followed

Skills:

  • Active Listening
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Relationship Building
  • Prospecting
  • Referral Identification
  • Referral Management

Hours per week:

  • Minimum of 8 hours; no maximum
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  1. A CV for this posting

    Written against Melius Consulting, LLC's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Melius Consulting, LLC's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Melius Consulting, LLC's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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