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Financial Consultant - Remote

Meliusconsultingllc · meliusconsultingllc.com
United StatesRemoteContract
Apply on Meliusconsultingllc’s site

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The job in short

Financial advice to clients, remote.

ExcelInsuranceComplianceLegal

Details

Found
26 d ago · posted 2026-10-03
Role
Banker / Relationship Manager
Source
The company’s own careers site

Full description

About Us We are a global financial services company committed to empowering clients with effective financial and wealth-building strategies. Licensed across 50 U.S. states, Canada, Mexico, the Virgin Islands, and 33 other countries, we deliver tailored solutions that meet the diverse needs of our international clientele. Role Overview Are you a real estate agent looking to diversify your income while leveraging your client relationships? We are seeking ambitious individuals to join our team as Financial Representatives on a 1099 contract basis. This role is perfect for real estate professionals who want to offer their clients more comprehensive financial solutions while enjoying the flexibility of part-time, remote work. Why This Opportunity Makes Sense • Proven System: Our financial strategies complement the real estate market, providing you with an additional revenue stream that seamlessly integrates with your current business. We offer a system that's effective, straightforward, and designed for your success from day one. • Financial Freedom: This role provides the potential for significant commission-based income, adding value to your existing real estate transactions and giving you the financial freedom you seek. • Support and Growth: You'll receive the tools, training, and resources needed to excel in this dual role. With access to our internal platforms and licensing options, you can expand your professional offerings and grow within the financial services industry. Key Responsibilities • Client Education: Provide clients with financial insights that enhance their wealth-building strategies, offering solutions that align with their real estate investments. • Sales: Confidently present financial strategies that complement your clients real estate goals, ensuring they fully understand and trust the options provided. • Compliance: Stay informed on industry regulations, ensuring full compliance with all legal requirements as you expand your service offerings. Requirements • State Life Insurance License: A valid license is necessary (we offer internal training and licensing if required). • Background Check: Must pass and provide a background check. • Experience: Real estate experience is preferred; financial services experience is a plus but not required. • Availability: A commitment of 5-10 hours per week. Why You Should Act Now This opportunity is more than just a job - its a way to elevate your real estate career while achieving financial independence. Imagine being able to offer your clients a complete financial package, boosting your income and strengthening client relationships. If you're ready to take your career to the next level and help your clients achieve their financial dreams, this is your chance.

Banker / Relationship Manager jobs in the United States · All Meliusconsultingllc jobs · Remote Banker / Relationship Manager jobs in the United States

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