Location: Fully Remote
Employment Type: Full-Time or Part-time , 1099 Independent Contractor
Compensation: Commission-Based Only with Stipend and Bonuses
About the Opportunity:
Are you passionate about helping families secure their financial future? Our Entry-Level Financial planning opportunity is designed for individuals who want to build a meaningful career in financial planning, specializing in retirement strategies. This opportunity provides hands-on training, mentorship, and licensing support to equip you with the skills needed to help families navigate retirement planning and long-term financial security.
What You’ll Do:
Learn the fundamentals of financial planning, investment strategies, and wealth management.
Obtain industry licenses (insurance licenses) with company support.
Build and maintain relationships with clients, guiding them through financial decisions.
Develop customized financial plans tailored to clients’ unique goals and needs.
Collaborate with experienced advisors and mentors for hands-on learning.
Attend ongoing professional development and training sessions.
What We Offer:
Comprehensive Training & Licensing Support – We train you on all of the products, services, systems, and client process, as well as guide you through the licensing process
Mentorship & Career Coaching – Work alongside experienced advisors to gain real-world knowledge, and have personalized mentorship opportunities.
Flexible Career Path – Build your business while enjoying autonomy over your schedule.
Earning Potential – Competitive compensation structure, including monthly /quarterly bonuses, stock options, and long-term residual income.
Impactful Work – Help individuals and families achieve their financial goals.
Who Should Apply?
Career changers looking to transition into financial services.
Individuals with backgrounds in sales, customer service, business, or education.
Motivated self-starters with strong communication skills.
Those passionate about financial literacy and helping others succeed.
No prior finance experience required – just a willingness to learn and grow.
Requirements:
Bachelor’s degree (preferred but not required).
Ability to pass required licensing exams.
Strong interpersonal and problem-solving skills.
Entrepreneurial mindset with a drive for success.
Job Types: Full-time, Part-time
Pay: Est $80,000.00 - $150,000.00 per year Commission only
Compensation Package:
Bonus opportunities
Commission pay Only
Employee stock purchase plan
Profit sharing
Stock options