Entry Level Licensed Financial Professional
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 passion for helping others
- Strong integrity, professionalism, and communication skills
- Self-motivated, organized, and goal-oriented
- Works well collaboratively and independently 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 Settings: Remote (U.S. only)
Benefits:
- Flexible schedule
- Work from home