Financial & Retirement Planning Consultant

Company: GFI Zoratti - New York, NY
Location: Duncanville
Posted on: March 24, 2025

Job Description:

About Our Opportunity:

We are a rapidly expanding firm in the financial services industry, partnering with top Fortune 500 companies to provide essential financial planning services. Our mission is to empower everyday Americans with the financial knowledge they need to secure their futures. The U.S. Department of Labor recently ranked financial professionals as the #1 growing career field-and for good reason.



Why People Are Leaving Corporate Jobs to Join Us:



--- True Income Potential: Earn $2,500-$20,000 per client with no earnings ceiling
--- Build Equity: Create residual and passive income streams through agency development
--- Own Your Business: Full business ownership opportunities for those who excel
--- Work On Your Terms: No more rigid 9-5 schedules or micromanagement
--- Purpose-Driven Work: Help families achieve financial security and peace of mind
--- Professional Development: Continuous growth in a supportive environment


Position Overview:
As a Financial Services Consultant, you'll leverage our proven systems and comprehensive training to help clients secure their financial futures. This role combines the stability of working with established financial products and the freedom of entrepreneurship-without the usual startup risks or costs.

Responsibilities:
Your Path to Success:
--- Complete our comprehensive training program (no prior experience required)
--- Obtain necessary licensing with our guidance (typically completed within 30 days)
--- Begin working with clients while receiving mentorship from experienced professionals
--- Develop your client base and establish your personal brand
--- Option to build and lead your own team for additional income streams

Requirements:
--- Must be at least 18 years old
--- Legal U.S. Resident, Citizen, or Work Permit with SSN
--- Ability to complete licensing requirements within 30 days
--- Clean background check
--- Entrepreneurial mindset and strong work ethic

Ideal Qualities:
--- Professionalism and integrity
--- Strong communication and relationship-building skills
--- Self-discipline and ability to work independently
--- Desire to continuously learn and improve

Qualifications:
Required Qualifications
--- Must be at least 18 years old
--- Legal U.S. Resident, Citizen, or Work Permit with Social Security Number
--- Ability to complete licensing requirements within 30 days
--- Must pass a background check
--- Entrepreneurial mindset and strong work ethic


Preferred Qualities
--- Professionalism and integrity
--- Strong communication and relationship-building skills
--- Self-discipline and ability to work independently
--- Desire to continuously learn and improve
--- Resilience and positive attitude

The role is designed to be accessible to people transitioning from corporate careers, with no prior industry experience required as comprehensive training is provided. The most important qualifications are the right mindset, work ethic, and willingness to learn rather than specific technical skills or experience.

About Company:
We are a developing team of financial agents hoping to help one another and help clients across the United States. We specialize in assisting people while ensuring they understand what goes into financial plans.



Income Model:

This position offers a 100% commission-based income model with unlimited earning potential. While corporate America might offer the illusion of security with modest annual raises, our model provides the opportunity to directly control your income growth based on your effort and results.

Many of our most successful team members were once corporate professionals who took control of their financial futures by making this career change. They now enjoy greater income, more flexibility, and the satisfaction of building something meaningful.



Ready to Escape the Corporate Hamster Wheel?

If you're ready to take control of your career and build real financial freedom, we want to hear from you.

Keywords: GFI Zoratti - New York, NY, Irving , Financial & Retirement Planning Consultant, Accounting, Auditing , Duncanville, Texas