Company Description
At Success Alliance, we help individuals create programs and portfolios to meet long-term financial goals. Our expertise includes investments, taxes, retirement, insurance, and estate planning. We assist clients in preparing for significant life events such as a child's education, retirement, or unexpected changes. Discover what your future holds by partnering with us today!
Role Description
This is a part-time or full-time remote role for an Entry Level - Retirement Planner. The Retirement Planner will assist clients in developing financial plans that address long-term goals, specifically focusing on retirement planning. Daily tasks include answering questions related to investments, taxes, and retirement, as well as providing general financial guidance. The role requires collaborating with clients over Zoom to understand their financial needs and create tailored plans to meet those needs.
***Please note this is 100% Commission-Only and you have the opportunity to make uncapped income, and work as many or as less hours as you want.
Qualifications
Benefits and Compensation
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