Financial Services Consultant

Triumph Agency
Remote, US
Posted Jul 28, 2026
Job Summary We are actively seeking driven, professional, and growth\-minded individuals to join our expanding team in either a part\-time or full\-time capacity. This opportunity is ideal for career changers, professionals looking to transition from the traditional corporate environment, or individuals seeking the flexibility to build a meaningful career in the financial services industry. No prior financial services experience is required, we provide comprehensive training, mentorship, and a clear path for professional growth. Why Work With Us? Remote Flexibility: Work from anywhere with access to comprehensive virtual tools and systems. Personalized Scheduling: Enjoy flexible hours that accommodate your availability and goals. Comprehensive Training: All training and mentorship are provided in\-house to support your professional growth. Leadership Development: Opportunities for advancement in team building and leadership roles. Collaborative Culture: Be part of a team that values integrity, impact, and long\-term success. Inclusive Evaluation: We assess candidates holistically—there are no automatic disqualifiers. Preferred Backgrounds: Business Administration, Management, or Human Resources Retail Management, Hospitality, or Banking/Finance Real Estate, Sales Support, or Independent Project Management Minimum Requirements: Must be 18 years or older U.S. citizen Must successfully pass a background check Strong desire to succeed, learn new skills, and build a professional career Key Responsibilities: As a Financial Solutions Representative, you will: Serve as a primary point of contact for clients, ensuring high levels of service and satisfaction. Assist families and individuals by designing tailored strategies for savings, asset protection, and retirement planning. Analyze financial needs to build customized blueprints that support long\-term stability and growth. Educate clients on standard financial principles to help them achieve their long\-term milestones. Work collaboratively with your team to meet shared objectives and deliver impactful results. Compensation and Advancement: Compensation is performance\-based and scalable to individual effort and goals. Both part\-time and full\-time paths are available, with opportunities for career advancement and leadership. Please Note: This is not a role involving cold calling, door\-to\-door sales, telemarketing, or purchased leads. This is not a position in marketing, data entry, or financial analysis. Pay: $65,000\.00 \- $100,000\.00 per year Benefits: Flexible schedule Professional development assistance Work Location: Remote

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Job Type

admin_data_entry

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