Financial Services Consultant

Financial Consultant – Mortgage & Banking Professionals

Los Angeles | Remote & Hybrid Flexibility | Training Provided

Help Clients Beyond the Loan Process

We are seeking mortgage professionals, loan officers, bankers, processors, branch managers, and financial professionals who want to expand their impact while building a rewarding career in financial services.

If you enjoy helping individuals make important financial decisions, this opportunity allows you to broaden your expertise and help clients prepare for retirement, protect their families, and build long-term wealth.

About the Role

As a Financial Consultant, you will work directly with individuals, families, and business owners to develop strategies focused on:

Retirement Preparation
Income Protection
Debt Management
Wealth Accumulation
Financial Education

Why Mortgage & Banking Professionals Excel Here

Existing financial knowledge translates naturally
Flexible schedule and remote work options
Uncapped earning potential
Leadership advancement opportunities
Ongoing mentorship and professional development
Ability to build long-term client relationships

Responsibilities

Conduct financial needs assessments
Educate clients on available financial solutions
Create personalized financial strategies
Maintain ongoing client relationships
Participate in training and leadership development
Adhere to compliance standards

Compensation

1099 Independent Contractor
Commission-based compensation
Bonuses and incentives available
Part-time and full-time opportunities

Qualifications

Mortgage, lending, or banking experience preferred
Strong communication skills
Professional demeanor
Self-motivated and coachable
Must be willing to obtain a Life & Health Insurance License within 60 days
Authorized to work in the United States

No prior financial services experience required.