Entry-Level Financial Professional (Remote)

Company Description

We are a fast-growing financial services firm focused on empowering individuals and families to build long-term wealth, financial independence, and legacy. Through education, mentorship, and access to industry-leading tools and platforms, we help our agents thrive both professionally and personally. Our mission is rooted in service, impact, and ownership.

Key Point:

• Schedule: Flexible, Self-Managed Schedule

Role Description We’re looking for highly motivated individuals to join our team as Entry-Level Wealth Managers. In this role, you’ll help clients create personalized financial roadmaps, offer guidance on investments and insurance, and provide ongoing support as they work toward their goals. You’ll have the freedom to set your own schedule, work remotely, and build a business that grows with you.

Responsibilities

• Assist clients with financial planning, protection, and growth strategies
• Educate individuals and families on insurance, investment, and legacy-building options
• Stay informed on financial trends, product updates, and regulatory changes
• Collaborate with a team of experienced mentors and leverage proven systems
• Grow a client base while building equity and long-term residual income

Qualifications

• Strong communication and people skills
• Interest in finance, investments, or insurance (no experience required—training provided)
• Self-motivated with a desire to build a flexible, impactful career
• Ability to work remotely and manage your own schedule
• Must be coachable and willing to obtain necessary state licenses

What We Offer

• Uncapped commission structure
• Ownership and equity-based advancement model
• Ongoing training, mentorship, and support
• A purpose-driven environment with a team culture
• The ability to start part-time and scale at your own pace

If you’re looking for more than just a job and instead want to build something meaningful with long-term potential this could be the right fit. Apply now or message us directly to learn more.

Pay: $65,000.00 - $100,000.00 per year

Benefits:

• Financial planning services
• Flexible schedule
• Professional development assistance
• Referral program

Education:

• High school or equivalent (Required)

Location:

• United States (Required)

Work Location: Remote