Job Summary
Are you looking for something more than a typical 9–5? Do you want flexibility in your day-to-day schedule and the freedom to build a career on your terms? If you’re a self-motivated, goal-oriented person who enjoys building relationships, this may be the right opportunity for you.
As a Financial Solutions Advisor with our organization, you’ll work with individuals and families to help them understand and pursue financial solutions—ranging from debt support and college planning to annuities and long-term financial strategies. You’ll receive training and support to help you succeed, with a clear pathway to growth as you build your client base.
Responsibilities
- Meet with prospective and current clients to understand their financial goals, current situation, and needs
- Help clients evaluate and pursue financial solutions related to debt support, college planning, retirement planning, and long-term financial goals
- Explain financial options and solutions (as permitted by your licenses) and help clients select strategies that align with their objectives
- Conduct regular check-ins and follow-ups to support clients as their needs evolve
- Provide clear, client-friendly education on topics such as cash-flow planning, budgeting, asset-allocation concepts, and general market fundamentals
- Coordinate with internal team members and external partners (when applicable) to deliver a well-rounded client experience
Skills
- Strong communication and relationship-building skills
- Ability to explain financial concepts clearly and effectively to clients
- Coachable mindset and willingness to follow a structured sales and training process
- Basic proficiency with financial planning tools/software for planning, budgeting, and client review workflows
- Strong organization skills for documentation, follow-ups, and activity management
- Solid understanding of general financial topics (debt management, planning goals, annuity/insurance concepts where licensed)
Requirements
- Must be able to invest $200–$400 to obtain your state license (as applicable)
- This is a business opportunity / commission-based role, not a traditional W2 job.
- Driver’s license (required)
- Life Insurance License (preferred; training/support are provided to obtain)
Pay: $59,135.56 - $126,852.56 per year
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
Work Location: Hybrid remote in Beltsville, MD 20705
