Financial Advisor - Training & Licensing Provided (Entry Level)

Part-time or full-time. 100% remote. No experience needed. We train you and walk you through getting licensed.

Most people were never taught how money works. Our team teaches it to families, first responders, business owners and the self-employed, then helps them build a real plan. We’ll train you to do the same.

What you’ll do

• Get your life insurance license (we walk you through the course and exam step by step), then add securities licenses as you grow
• Set appointments with families and business owners by phone, text and social media
• Run client meetings over Zoom: Financial Needs Analysis → plan → put the plan in place → quarterly reviews
• Help clients with protection, budgeting and debt, and, once you’re securities licensed, retirement accounts
• Co-present financial wellness workshops with senior team members

Part-time works. Many people start on evenings and weekends while keeping their current job, then go full-time once their income supports it.

How you get paid
This is a 1099 Independent Contractor role. There’s no salary and no cap. You earn on the business you write, plus bonuses and team overrides as you promote. The pay range shown is earning potential for full-time representatives who stay consistent. It is not guaranteed, results may vary.

This is for you if you:

• Are coachable and competitive
• Like people and can talk to anyone
• Want to own your schedule and your results

What you need

• 18+ with a phone, computer and reliable internet
• Able to pass a state licensing background check

Our values: Compete at the highest level. Serve at the highest level. Mimic those at the highest level.

Apply in under a minute. No resume required. We reply to every applicant within 24 hours.

Pay: $50,000.00 - $150,000.00 per year

Benefits:

• Financial planning services
• Flexible schedule
• Life insurance
• Paid training
• Professional development assistance
• Retirement plan
• Tuition reimbursement

Application Question(s):

• Can you pass a background check?
• Are you based in the US?

Work Location: Remote