Entry Level Financial Services Professional (Flexible and Fully Remote)
About the Role
We’re expanding and seeking motivated individuals who want the freedom to build their own client base while being supported by a collaborative, values-driven team.
As a Financial Professional, you’ll help clients create personalized strategies for achieving their short- and long-term financial goals. This is a remote, performance-based compensation opportunity with flexible hours — ideal for individuals who value autonomy, mentorship, and meaningful impact.
- Responsibilities
- Educate clients on key financial concepts and strategies
- Build long-term relationships with individuals, families, and small businesses
- Guide clients on topics such as retirement, insurance, and wealth-building
- Utilize modern fintech tools to manage and grow your client base
- Participate in continuous mentorship and professional development
- Qualifications
- Entrepreneurial mindset with a passion for helping others
- Strong integrity, professionalism, and communication skills
- Self-motivated, organized, and goal-oriented
- Works well independently and collaboratively within a team
- Interest in personal finance (experience helpful but not required)
- Must have or be willing to obtain a Life & Health Insurance License (training provided)
- Must be a U.S. resident or citizen
- What You’ll Gain
- Flexible schedule — build your business around your life
- Mentorship and leadership development
- Supportive, collaborative team environment
- Commission-based compensation with incentive opportunities
- Long-term pathway to grow a sustainable client base
- Additional Details
- Expected Hours: 10–40 hours per week (flexible)
- Training & Licensing Support: Provided
- Work Setting: Remote (U.S. only)
Job Types: Full-time, Part-time
- Benefits:
- Flexible schedule
- Work from home
- Application Question(s):
- Are you a legal resident of the United States?
Work Location: Remote
Pay: $60,000.00 - $175,000.00 per year
- Benefits:
- Flexible schedule
- Professional development assistance
- Referral program
Work Location: Remote
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