Financial Planner Intern

Mesa - Arizona (AZ),

Opulent Financial

Estimated salary $65,000 - $95,000 a year

Job Description:

Job Description

Opulent Financial- Financial Planner Intern

Are you looking to build a Financial Planning Practice with unlimited earning potential? Opulent Financial has an exciting opportunity for a motivated professional with an entrepreneurial spirit, strong communication and networking skills. Now is the time for you to become part of an organization that helps you build your career not a job, where you earn what you’re worth, help others achieve their financial goals and make a difference in the lives of clients and the community.

What can you expect?

  • Competitive and Productivity Based Compensation

We offer a competitive performance-based commission, as well as ongoing contests, conference trips and other incentives.

  • Support – Work for yourself but not by yourself!

Personalized training with one-on-one support to help you start your practice.

  • Flexibility

A work environment that allows you control over your schedule.

  • Training & Ongoing Education

Best-in-class sales training, product information, consumer trends and training on the skills used every day to build your business.

  • Career Growth Opportunities

Mentorship programs and management tracks available day 1.

Responsibilities will include:

  • Meet with prospects and members to analyze their needs and create personalized financial plans.
  • Develop and present financial solutions that are aligned and suitable with individual client needs.
  • Demonstrate outstanding customer service and support thus developing long term
client relationships.
  • Develop and cultivate a client base by implementing your sales and marketing plan.
  • Ideal candidate:

    • Two or four-year degree; or three to five years of related experience and/or training. Degree in Business, Finance, Marketing, Insurance or related field preferred.
    • Base knowledge of insurance and financial products.
    • Knowledge of, or the ability to learn, prospecting and selling processes.
    • Relationship-building skills and commitment to establishing long-term clients.
    • Ability to organize and operate a business with a focus on marketing, communication and customer service.
    • Ability and willingness to travel to meet with clients.

    Job Types: Full-time, Part-time, Commission

    Salary: $65,000.00 to $95,000.00 /year

    Job Types: Full-time, Part-time, Internship, Commission

    Pay: $65,000.00 - $95,000.00 per year


    • Flexible schedule
    • Life insurance
    • Professional development assistance
    • Referral program
    • Retirement plan


    • Monday to Friday

    Supplemental Pay:

    • Commission pay

    COVID-19 considerations:
    To keep our representatives and clients as safe as possible we have transitioned from meeting clients in person to conducting team meetings and client appointments via zoom.

    Work Location:

    • Fully Remote

    Hours per week:

    • Less than 10
    • 10-19
    • 20-29

    Paid Training:

    • No

    Typical start time:

    • 8AM

    Typical end time:

    • 5AM

    Company's website:


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