atlasfinancialsolutionsNew York, NY
FINANCIAL CONSULTANT
FINANCIAL CONSULTANT
FINANCIAL CONSULTANT
atlasfinancialsolutionsNew York, NY
26 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial Specialists, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role (opens in a new tab)Financial Consultant – Real Estate Professionals
New York, NY| Remote & Hybrid Flexibility | Training Provided
Build Additional Income Beyond Real Estate
We are expanding throughout New York and seeking motivated real estate professionals who are interested in leveraging their relationship building skills to create additional income and long term career growth within financial services.
Whether you are a licensed Realtor®, broker, team leader, or real estate professional looking to diversify your income, this opportunity offers flexibility, professional development, and unlimited growth potential.
About the Role:
As a Financial Consultant, you will work with individuals, families, and business owners to help them develop strategies focused on:
Income Protection
Retirement Planning
Wealth Building
Debt Reduction
Legacy and Estate Planning
You will meet with clients virtually and, when preferred, in person to educate them on financial solutions that align with their goals.
Why Real Estate Professionals Thrive Here
Flexible remote and hybrid work options
Additional income stream beyond real estate commissions
Performance-based compensation with uncapped earning potential
Leadership and business ownership opportunities
Comprehensive training and mentorship
Ability to leverage your existing networking and relationship skills
Professional growth within a rapidly expanding industry
Responsibilities: Meet with clients to assess financial needs and goals
Educate clients on financial protection and planning strategies
Develop customized financial solutions
Build and maintain professional relationships
Participate in training and leadership development programs
Maintain compliance and professional standards
Compensation
1099 Independent Contractor
Commission-based compensation
Performance bonuses and incentives available
Part-time and full-time opportunities available
Qualifications: Real estate experience preferred but not required
Strong communication and interpersonal skills
Professional and self-motivated
Coachable and growth-oriented
Must be authorized to work in the United States
Must be willing to obtain a Life & Health Insurance License within 14 days
No prior financial services experience required. Training and mentorship provided.
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
26 days ago