Financial Services Consultant​

Lansing, MI
Full Time
Entry Level

Join Our Team as a Financial Services Consultant – Empower Clients to Achieve Financial Success!

Are you passionate about helping people make informed financial decisions, building trust-based client relationships, and delivering value-driven solutions? We’re looking for a results-oriented and client-focused Financial Services Consultant to join our growing team. In this role, you’ll provide expert financial guidance, support clients in reaching their financial goals, and contribute to the growth of our organization.

Why You’ll Love This Role

  • 💼 Comprehensive Training & Licensing Support: Whether you're new to the financial industry or already certified, we’ll provide the tools, mentorship, and education you need to thrive.
  • ⏰ Flexible Work Options: Full-time or part-time positions with remote flexibility.
  • 📈 Career Advancement: Clear pathways into senior consulting, financial planning, or leadership roles.
  • 💰 Lucrative Compensation: Base salary plus commissions, performance bonuses, and growth incentives.

Key Responsibilities

  • Provide personalized financial consultations and solutions to clients.
  • Assess client needs and recommend suitable products and services (e.g., investments, insurance, retirement planning, wealth management).
  • Build and maintain strong, trust-based client relationships.
  • Educate clients on financial strategies and market trends to support informed decision-making.
  • Track client progress, review financial plans, and make adjustments as needed.
  • Stay current on financial products, regulations, and best practices to deliver top-tier service.

What We’re Looking For

  • ✔ Strong interpersonal and communication skills
  • ✔ Analytical mindset and attention to detail
  • ✔ Ability to build credibility and earn client trust
  • ✔ Self-motivated, goal-driven, and organized
  • ✔ Experience in financial services, consulting, banking, or insurance is a plus (but not required)
  • ✔ Relevant certifications or licensing (or willingness to obtain) is an advantage

Perks & Benefits

  • ✅ Paid training and support for licensing/certifications
  • ✅ Health insurance and retirement plan options
  • ✅ Commission bonuses and performance-based incentives
  • ✅ Growth opportunities into leadership, planning, or portfolio management roles

Ready to Help Others Reach Financial Freedom?

If you’re excited about making a real impact and building a rewarding career in financial consulting, we want to hear from you!

👉 Apply today and become a Financial Services Consultant—where your guidance creates financial confidence.

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