Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship Provided

Compensation

Performance-based compensation with leadership growth opportunities

About the Opportunity

Are you interested in building a career in financial services with flexibility, mentorship, and long-term growth potential?

We are expanding our team and seeking motivated individuals interested in helping families with protection planning, retirement strategies, and long-term financial education—while building a flexible financial services practice of their own.

This opportunity can be started part-time or full-time, making it a strong fit for career changers, professionals exploring a transition, or entrepreneurial individuals looking to build alongside existing commitments while growing toward something larger.

Whether you come from sales, client service, education, business ownership, or another people-focused background, we provide mentorship, training, and systems to help you develop professionally.

This is a remote opportunity designed for individuals who are self-motivated, coachable, and excited by long-term professional growth.

Responsibilities

Educate families on life insurance, protection planning, and retirement-focused strategies

Build trusted client relationships through education and service

Learn financial concepts, planning frameworks, and product solutions through mentorship

Participate in weekly training, coaching, and professional development

Build a client base through networking, referrals, and outreach

Explore leadership opportunities for those interested in team development

Who We’re Looking For

Strong communicators who enjoy helping others

Self-motivated individuals with an ownership mindset

Coachable professionals open to mentorship and development

Comfortable working independently in a remote environment

Sales, customer-facing, or relationship-building experience is helpful but not required

Willingness to obtain a state Life & Health Insurance License (guidance provided)

What We Offer

Flexible remote environment

Part-time or full-time path options

Structured mentorship and ongoing training

Access to established financial carriers and planning solutions

Leadership development opportunities

Performance-based compensation with advancement potential

Long-term professional growth for those interested in building a practice

Apply To This Job