Remote Wealth Consultant (Entry Level - Training Provided)
About the Opportunity
Step into a career that blends purpose, flexibility, and long‑term earning potential. Beacon Hill Financial Group is expanding its remote team and seeking driven individuals who want to build a meaningful career in financial services — no prior industry experience required.
As a Remote Wealth Consultant, you’ll learn how to guide individuals and families through some of the most important financial decisions of their lives. You’ll develop real advisory skills, gain hands‑on exposure to financial concepts, and help clients create strategies that protect and grow their wealth — all while working from home.
If you’re motivated, coachable, and excited to grow in a supportive environment, this role gives you the foundation to build a powerful career in finance.
What You’ll Do
• Engage clients in thoughtful, consultative conversations to understand their goals, concerns, and long‑term financial priorities
• Break down complex topics — including wills, trusts, estate considerations, and protection planning — into clear, actionable guidance
• Present tailored financial solutions such as cash‑flow strategies, wealth‑building tools, and insurance‑based planning options
• Research financial products, tax implications, and industry trends to ensure clients receive accurate and compliant information
• Use digital financial tools to evaluate client portfolios, monitor progress, and recommend adjustments that support long‑term success
• Collaborate with clients to build comprehensive financial roadmaps that incorporate investment principles, risk management, and asset protection
• Maintain organized CRM records to support consistent follow‑up and personalized service
What You Bring
• A willingness to obtain a state‑issued life insurance license (we provide guidance and support)
• Curiosity about financial planning, wealth management, tax strategies, and personal finance
• Strong communication skills and the ability to simplify financial concepts for clients
• Comfort working independently in a remote environment while staying organized and self‑motivated
• Basic math skills and an interest in financial analysis or research
• Openness to learning new financial software and digital tools
• A genuine desire to help people make confident, informed financial decisions
Why This Role Matters
This position offers a rare chance to gain real‑world financial experience, develop advisory skills, and build a book of business you fully own — all while making a meaningful impact on the lives of the clients you serve.
Pay: $3,125.00 - $20,500.00 per month
Benefits:
• Flexible schedule
Work Location: Remote
Apply tot his job
Apply To this Job
Step into a career that blends purpose, flexibility, and long‑term earning potential. Beacon Hill Financial Group is expanding its remote team and seeking driven individuals who want to build a meaningful career in financial services — no prior industry experience required.
As a Remote Wealth Consultant, you’ll learn how to guide individuals and families through some of the most important financial decisions of their lives. You’ll develop real advisory skills, gain hands‑on exposure to financial concepts, and help clients create strategies that protect and grow their wealth — all while working from home.
If you’re motivated, coachable, and excited to grow in a supportive environment, this role gives you the foundation to build a powerful career in finance.
What You’ll Do
• Engage clients in thoughtful, consultative conversations to understand their goals, concerns, and long‑term financial priorities
• Break down complex topics — including wills, trusts, estate considerations, and protection planning — into clear, actionable guidance
• Present tailored financial solutions such as cash‑flow strategies, wealth‑building tools, and insurance‑based planning options
• Research financial products, tax implications, and industry trends to ensure clients receive accurate and compliant information
• Use digital financial tools to evaluate client portfolios, monitor progress, and recommend adjustments that support long‑term success
• Collaborate with clients to build comprehensive financial roadmaps that incorporate investment principles, risk management, and asset protection
• Maintain organized CRM records to support consistent follow‑up and personalized service
What You Bring
• A willingness to obtain a state‑issued life insurance license (we provide guidance and support)
• Curiosity about financial planning, wealth management, tax strategies, and personal finance
• Strong communication skills and the ability to simplify financial concepts for clients
• Comfort working independently in a remote environment while staying organized and self‑motivated
• Basic math skills and an interest in financial analysis or research
• Openness to learning new financial software and digital tools
• A genuine desire to help people make confident, informed financial decisions
Why This Role Matters
This position offers a rare chance to gain real‑world financial experience, develop advisory skills, and build a book of business you fully own — all while making a meaningful impact on the lives of the clients you serve.
Pay: $3,125.00 - $20,500.00 per month
Benefits:
• Flexible schedule
Work Location: Remote
Apply tot his job
Apply To this Job