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Part-Time Financial Planner

Date Posted: Jun 11, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Houston, Texas, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 10, 2026
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Job Description

Overview

KT Legacy Leadership Development is seeking motivated individuals to join their team as Entry-Level Financial Professionals. This fully remote position offers robust training and development support for those looking to start a career in finance.

Key responsibilities

  • Partner with clients to evaluate their financial goals and design customized strategies
  • Deliver services including investment planning, retirement solutions, insurance protection, and college savings programs
  • Educate clients on essential financial principles
  • Cultivate and sustain long-term client relationships through regular follow-ups
  • Engage in continuous training to stay updated with industry trends
  • Pursue career growth opportunities within the company

Required skills

  • Strong communication and people skills
  • Self-driven with a willingness to learn
  • No previous finance experience required
  • Able to work independently and collaboratively
  • Passionate about helping others and solving problems
  • Comfortable with flexible part-time or full-time scheduling

What the company offers

  • Remote training and continuous mentorship
  • Support for ongoing education and licensing
  • Flexible hours to support work-life balance
  • Corporate discounts for certifications and professional growth

Skills Required

Company Overview

KT Legacy Leadership Development
Houston, Texas, United States of America
1 Current Jobs Openings

KT Legacy Leadership Development focuses on taking an educational approach to financial services, providing expertise to individuals from all backgrounds without requiring a minimum investment. They aim to offer financial planning assistance to those... Read More

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