Mortgage Loan Officer, Investment Advisor, Insurance Specialist
Chamorro & Associates Chamorro & Associates Hilo, HI Hilo, HI Part-time Full-time Contract Part-time Full-time Contract $40,000 - $150,000 a year $40,000 - $150,000 a year 9 days ago 9 days ago 9 days ago Job Overview Are you highly motivated? Are you looking for another source of income? Are you looking for a career change? Do you want to get a financial education? Have you ever thought about going into mortgage lending? Join our dynamic team!!! Remote positions available IMMEDIATELY!! We are looking for 7-10 key leaders who possess:
strong leadership qualities a heart to serve others high character As an Investment Consultant, you will be responsible for guiding clients through their investment decisions, ensuring they achieve their financial goals through tailored strategies and comprehensive wealth management solutions.
Benefits:
Training bonus Sponsored State of Hawaii financial licenses (insurance, investments, and mortgage) Duties Develop and maintain strong relationships with clients to understand their financial goals Provide advice on investment management, portfolio management, and estate planning strategies.
Conduct thorough financial analysis to assess client portfolios and recommend appropriate adjustments.
Stay informed about market trends, economic conditions, and tax implications that may affect client investments.
Prepare detailed reports and presentations to communicate investment strategies and performance to clients.
Collaborate with other financial professionals to create holistic financial plans that encompass all aspects of wealth management.
Ensure compliance with regulatory requirements and best practices in the financial services industry.
Qualifications 18 years and over Clean background Customer service skills Work authorization for the United States.
Ability to work independently as well as part of a collaborative team environment.
NOTE:
No prior experience required.
Hands on training available.
Join us in helping our clients navigate their investment journey while building a rewarding career in the financial services industry! Job Types:
Full-time, Part-time, Contract Pay:
$40,000.
00 - $150,000.
00 per year Expected hours:
10 - 20 per week
Benefits:
Flexible schedule Compensation Package:
Bonus opportunities Commission only Commission pay Work Location:
Hybrid remote in Hilo, HI 96720.
Estimated Salary: $20 to $28 per hour based on qualifications.
strong leadership qualities a heart to serve others high character As an Investment Consultant, you will be responsible for guiding clients through their investment decisions, ensuring they achieve their financial goals through tailored strategies and comprehensive wealth management solutions.
Benefits:
Training bonus Sponsored State of Hawaii financial licenses (insurance, investments, and mortgage) Duties Develop and maintain strong relationships with clients to understand their financial goals Provide advice on investment management, portfolio management, and estate planning strategies.
Conduct thorough financial analysis to assess client portfolios and recommend appropriate adjustments.
Stay informed about market trends, economic conditions, and tax implications that may affect client investments.
Prepare detailed reports and presentations to communicate investment strategies and performance to clients.
Collaborate with other financial professionals to create holistic financial plans that encompass all aspects of wealth management.
Ensure compliance with regulatory requirements and best practices in the financial services industry.
Qualifications 18 years and over Clean background Customer service skills Work authorization for the United States.
Ability to work independently as well as part of a collaborative team environment.
NOTE:
No prior experience required.
Hands on training available.
Join us in helping our clients navigate their investment journey while building a rewarding career in the financial services industry! Job Types:
Full-time, Part-time, Contract Pay:
$40,000.
00 - $150,000.
00 per year Expected hours:
10 - 20 per week
Benefits:
Flexible schedule Compensation Package:
Bonus opportunities Commission only Commission pay Work Location:
Hybrid remote in Hilo, HI 96720.
Estimated Salary: $20 to $28 per hour based on qualifications.
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