Financial Services Professional
crowned legacy groupDenver (CO)
About the role
Job Title: Financial Advisor / Financial Services Representative
Company: Crowned Legacy Group
Employment Type: Full-time / Part-time
Location:
RemoteAbout Crowned Legacy GroupAt Crowned Legacy Group, we are dedicated to helping individuals, families, and business owners achieve true financial freedom. We provide customized financial consultation, wealth preservation tactics, and legacy-building strategies tailored to our clients' specific goals. Our mission is to educate, empower, and equip our community with the tools needed to build lasting financial independence.
Position Overview:
We are seeking a driven, ambitious, and client-focused Financial Professional to join our growing team. In this role, you will work closely with clients to evaluate their financial situation, identify their long-term goals, and implement tailored financial plans. You will serve as a trusted guide in debt management, retirement planning, insurance strategies, and wealth accumulation.
Key Responsibilities:
Client Consultation: Conduct initial financial assessments and needs analyses for individuals and small business owners.
Strategy & Planning: Develop and present comprehensive financial plans, including wealth accumulation, retirement strategies, income protection, and estate planning concepts.
Relationship Management: Build and maintain long-term relationships with clients through regular check-ins, policy reviews, and financial plan updates.
Education & Guidance: Educate clients on financial literacy, budgeting, debt reduction, and investment concepts in a clear, accessible manner.
Business Development: Prospect and network to generate new client relationships through referrals, community involvement, and professional events.
Qualifications:
Strong interest in personal finance, financial planning, or wealth management.
Relevant state financial licenses (e.g., Life & Health Insurance license) or a willingness to obtain them during onboarding.
Exceptional communication, interpersonal, and active-listening skills.
High degree of integrity, professionalism, and ethical judgment.
Entrepreneurial mindset with strong self-motivation and time management skills.
What We Offer:
Comprehensive training and mentorship from experienced industry leaders.
Flexible work schedule with remote/hybrid arrangements.
Competitive commission structure with performance-based bonuses and residual income potential.
Fast-track career advancement opportunities into leadership and agency development.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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