[Remote] ENTRY LEVEL FINANCIAL PLANNER - Public Service Background Wanted

Note: The job is a remote job and is open to candidates in USA. Drake Financial Group is seeking individuals from public service backgrounds to transition into a financial services sales career. The role involves engaging with clients to understand their financial situations and providing practical financial plans, all while receiving mentorship from experienced advisors. Responsibilities • Engage with individuals and families to understand their unique financial situations and objectives. • Provide clear, practical financial plans that help clients achieve their goals. • Receive ongoing mentorship and guidance from experienced senior advisors. • Gradually build your own client base, maintaining full control over your schedule and business growth. Skills • Integrity and Ethics: Consistently doing what's right and earning trust in every interaction. • Dependability: Being reliable, consistent, and someone others can always count on. • Empathy and Patience: Genuine understanding and concern for the needs and situations of others. • Commitment to Service: Dedication to positively impacting individuals, families, and the broader community. • Communication Skills: Clearly and effectively conveying important information and genuinely listening to others. • Problem-solving Mindset: Ability to be creative, think on your feet, and find effective, practical solutions. • Adaptability: Successfully managing changing situations and responding with clarity and calm. • Team Collaboration: Understanding the value of working toward individual goals but also sharing best practices, asking questions, and giving/receiving support from team members. • Discipline and Organization: Maintaining focus, being structured, and managing responsibilities effectively. Benefits • Clear, Structured Training: Hands-on mentorship, detailed guidance, and company-covered licensing ensure a confident career transition. • Flexible, Balanced Schedule: Set your own hours and pace, allowing work to complement your family and personal life. • Meaningful Impact: Continue your tradition of service by helping individuals and families build strong financial futures with practical solutions. Company Overview • Our family has been dedicated to serving the people of West Michigan since 1985. It was founded in undefined, and is headquartered in Portage, Michigan, US, with a workforce of 2-10 employees. Its website is Apply tot his job Apply tot his job