Entry Level Financial Services Professional

Job description

Role Summary

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: 1–40 hours per week (flexible)
• Training & Licensing Support: Provided
• Work Setting: Remote (U.S. only)
• Job Types: Full-time, Part-time
• Flexible schedule
• Work from home

Pay: $25,000.00 - $200,000.00 per year

Benefits:
• Flexible schedule
• Professional development assistance

Work Location: Remote