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Opportunity Description:
- Develop Financial Need Analysis (FNA) for Clients
- COMMISSION ONLY, performance-based business model
- Leads provided
Responsibilities:
- Connect with people to identify goals, educate, advise, plan and design solutions
- Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
- Build meaningful and lasting relationships with clients and business partners
Infinite Wise Soultions
Infinite Wise Solutions is a financial services company that helps middle-income people develop strategies for their families’ long-term financial security. They offer training and mentorship.