Financial Professional – Personal Financial Planning

Job Description

Financial Professional | Sheppard Financial Group

The Tone:
This is a part-time or full-time remote opportunity with Sheppard Financial Group, designed for individuals seeking more than just a job and desiring greater flexibility in their career. Sheppard Financial Group provides extensive training, dedicated mentorship, and comprehensive licensing support to foster significant personal and professional growth. The company empowers its professionals to help individuals and families achieve greater financial confidence. This role is pivotal in building meaningful relationships and contributing to clients’ long-term financial well-being, moving beyond traditional sales with no assigned territories or sales quotas.

The TL;DR
• Role: Early Career / Entry Level
• Type: Part-time or Full-time
• Location: Remote, United States

• Mission: Guide individuals and families towards greater financial confidence by developing trusted relationships and providing dedicated financial support without traditional sales pressures.

What You’ll Actually Do
• Growth & Development: Engage in a structured program of personal and professional development, leveraging comprehensive training, mentorship, and licensing support provided by the firm.
• Client Financial Confidence: Directly assist individuals and families in understanding and achieving their financial goals, ultimately helping them gain greater financial confidence.
• Professional Licensing: Diligently work towards obtaining all required professional financial licenses, receiving step-by-step guidance and continuous support from experienced mentors throughout the process.
• Relationship-Based Business Building: Cultivate and nurture trusted relationships with clients, focusing on long-term service and support rather than transactional sales, to build a meaningful and sustainable financial practice.
• Personalized Client Service: Deliver attentive and dependable service to individuals and families, addressing their specific needs and growing alongside experienced mentors who are invested in your success.

The Must-Haves
• Background: An entry-level financial professional; applicants must be a U.S. citizen. This role is suitable for career changers, recent graduates, or those seeking increased flexibility, with no prior financial services experience required.
• Experience: No previous financial services experience is necessary. Candidates must possess a strong work ethic, a clear willingness to learn, and a steadfast commitment to personal and professional growth.
• Skills: Demonstrate strong communication skills essential for developing trusted relationships and effectively serving clients; exhibit integrity, dependability, and a high degree of coachability.