Financial Consultant Job at Legacy Wealth Strategies LLC, Rosemead, CA

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  • Legacy Wealth Strategies LLC
  • Rosemead, CA

Job Description

We’re seeking motivated individuals to join our team as Financial Consultants . This is a remote, commission-based opportunity where you’ll educate and guide clients through important financial decisions. Whether you're looking for a full-time career or part-time income, this role offers flexibility, independence, and the chance to grow within the financial industry — no prior experience required..

Legacy Wealth Strategies LLC is a mission-driven financial services firm committed to providing financial education to individuals, families, and communities. Our focus is on empowering people through tax-free strategies, wealth accumulation, retirement protection, and legacy planning. We believe financial freedom starts with knowledge — and we’re here to guide our clients every step of the way.

Responsibilities

  • Provide financial education to individuals, families, and small business owners
  • Guide clients through solutions including tax-advantaged strategies, wealth building, retirement protection, and legacy transfer
  • Build and manage your own book of business as an independent agent
  • Attend ongoing virtual training and mentorship sessions
  • Assist clients in obtaining financial products and services that meet their needs
  • Pursue state licensing with our support and resources

Requirements

Required:

  • Must be 18+ and legally authorized to work in the U.S.
  • Strong communication skills and a willingness to learn
  • Self-motivated and goal-oriented
  • Comfortable working independently in a remote environment

Preferred (but not required):

  • Background in sales, customer service, education, or finance
  • Bilingual is a plus
  • State financial license (we will help you obtain this if needed)

Job Tags

Full time, Part time, Remote job,

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