ClearPath Financial Team · 22 hours ago
Independent Financial Consultant
United States
Part-time
Remote
Entry Level
$50K/yr - $100K/yr
2+ years expClearPath Financial Team is a comprehensive wealth and financial consulting firm working with leading financial institutions in North America. They are seeking an Independent Financial Consultant to assess client needs, provide customized financial planning recommendations, and build lasting client relationships.
Financial Services
Hiring Manager
Alaina Browning
Responsibilities
Assess client needs and provide customized financial planning recommendations
Guide clients through investment, insurance, and estate planning options
Build lasting client relationships through proactive communication and service
Stay current on financial industry trends and regulatory changes
Qualification
Required
Strong interpersonal and communication skills
Integrity, professionalism, and client-first mindset
Self-motivated with an entrepreneurial spirit
Ability to collaborate in a team-focused, growth-oriented environment
Preferred
Bachelor's degree (or some college coursework)
2+ years in customer service, financial services, or client-facing roles
Life & Health Insurance License (or willingness to obtain)
High school or equivalent (Preferred)
Life & Health Insurance License (Preferred)
Benefits
Financial planning services
Flexible schedule
Opportunities for advancement
Professional development assistance
Company
ClearPath Financial Team
With the ClearPath Financial Team, we believe every client deserves a financial strategy built on clarity, protection, and long-term confidence—not pressure or sales tactics.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase