This is a remote career with the freedom to work from anywhere with an internet connection. Day-to-day tasks include meeting with clients, reviewing financial needs, delivering analytical insights to support client's financial goals. Full training and mentorship is provided. If you have experience in customer service, law, CPA, management, military, retail, real estate or mortgage, you may be the right candidate.
We help people feel more confident and in control of their financial future by walking them through retirement planning, tax-efficiency, wealth preservation, personal pension plans, Trust/Wills, and estate planning in a way that’s clear and personalized. By working with trusted, A-rated financial institutions across the country, we’re able to connect families with reliable solutions that truly support their long-term goals.
As our organization continues to scale across the U.S., we’re actively looking for motivated professionals interested in building a flexible, ownership-driven career within financial services. Whether you’re exploring a career shift or seeking additional income with long-term growth potential, we provide full training and support. Positions are available remote, full-time, or part-time, designed to fit your schedule. Most individuals start part-time while building a stable or supplemental income stream.
We’re currently selecting 3–5 candidates who are serious about personal growth, leadership development, value flexibility, and creating meaningful impact.
Pay: $65,000.00 - $200,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
Work Location: Remote
