Note: The job is a remote job and is open to candidates in USA. Let's Create SUCCESS is seeking experienced Financial Advisors or Wealth Managers to join their network as Independent Success Consultants. This role offers professionals the opportunity to leverage their expertise in a highly autonomous capacity, allowing them to control their strategic direction and execution while building a rewarding, flexible practice.
Responsibilities
- Strategic Client Sourcing: Identify, engage, and establish high-value relationships with new clients and affiliates globally
- Advisory & Relationship Management: Act as the primary strategic advisor, cultivating strong, long-term relationships with clients and stakeholders
- Practice Growth Execution: Implement and manage advanced digital marketing and business development workflows to drive your independent practice’s market share
- Practice Leadership: Oversee your daily operations, taking full ownership of your scheduling, scaling, and client delivery strategy
Skills
- Proven Financial Background: Experience in demanding financial roles (Financial Advisor, Wealth Manager, Private Banker, CFP, or Investment Consultant)
- High Initiative: A clear desire for significant professional autonomy and financial growth
- Elite Work Ethic: The discipline required to build momentum and meet long-term objectives independently
- Exceptional Communication: Master-level communication, negotiation, and efficient time management skills
Benefits
- Complete Professional Autonomy: A fully remote, independent consultancy role that you direct and own from day one.
- Structured Enterprise Training: Comprehensive onboarding and continuous masterclass mentorship from an established global network of successful advisors.
- Uncapped Performance-Based Advantages: Financial growth directly tied to your project success and execution, entirely free from traditional corporate caps or salary brackets.
- Unparalleled Flexibility: The ability to transition entirely out of the firm-led environment or strategically scale your independent practice alongside existing commitments.
- Regular collaboration with an elite global mastermind network
Company Overview