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Total Retirement Advisor

Whitney and Associates -
Remote

Quick Apply

Job Details

Permanent | Full-time
$90,000 a year

Benefits

Work from home
Flexible schedule

Qualifications

Financial planning
Sales
Financial analysis
High school diploma or GED
Insurance sales
Series 65
Life & Health Insurance License

Full Job Description

Are you passionate about connecting with people, building personal, trusted relationships, and helping others plan for their financial futures? If so, Whitney & Associates is looking for driven, self-starting individuals like you to join our growing team.

We’re currently accepting applicants for our Total Advisor Training Program. Only a few spots remain — don’t miss your opportunity to be part of a high-performance, supportive environment where you can truly thrive.

What We’re Looking For

You know how to build meaningful relationships and connect with people.
You’re a driven, self-starter who wants to grow your own business.
Financial planning interests you, and you're committed to helping others succeed.
You currently hold an Insurance License.
Series 65 and NSSA® training are preferred but not required upon enrollment.

What You’ll Receive

This is a commission and fee-based opportunity (no base salary) — but includes robust support and high-value resources.

Compensation & Benefits:

Unlimited earning potential — average first-year income is $90,000, with opportunity to earn much more.
Seminar marketing fully covered — up to 8 campaigns annually ($46,000 value).
Monthly office space provided — up to $1,000/month ($12,000 annual value).
Branded starter kit — includes business cards, folders, stickers & pens ($950 value).
Access to our CRM system: Advisor Backpack.
Reserved marketing territory through the WAA Marketing Suite.
NSSA® On-Demand Training — paid upfront by Whitney & Associates.
Series 65 training and exam reimbursement (upon passing).
Ongoing mentorship via our Sales Desk, Total Advisor Portal, and in-house leadership team.

Training Overview

3-day in-person training in Des Moines, IA (travel/lodging at your expense).
Ongoing support via webinars and in-person trainings.
Learn from seasoned mentors and experienced advisors in the field.

Required Certifications

NSSA® Designation must be completed before hosting a Social Security workshop (we cover cost upfront).
Series 65 Certification required within 3 months of onboarding (reimbursement provided with passing score).

Ready to Take Control of Your Career?

This is your chance to grow a meaningful business with no income ceiling — supported by a strong network, proven tools, and high-value marketing.

Job Type: Permanent

Benefits:

Flexible schedule
Work from home

Education:

High school or equivalent (Required)

Experience:

Financial planning: 5 years (Required)
Financial analysis: 5 years (Required)

License/Certification:

Series 65 (Preferred)
Life & Health Insurance License (Required)

Work Location: Remote

Quick Apply

Refine Your Search

folder jobs in remote

Total Retirement Advisor

Healthcare Regulatory Attorney (Remote Contract Engagement)

Assistant

5286 - Maintenance Coordinator

Specialist, Administrative Support

Specialist, Document Integrity - Remote

Clerk

Grants Program Analyst

Document Control Associate

Operations Analyst

Contractor - Magazine Writer

Research & Document Assistant (Legal / Academic) - Seafair Miami

GROCERY ADMIN OPERATIONS COORDINATOR

Legal Letter Preparer

Creative Project Coordinator

Medical Review Nurse - SNF/MDS Auditor

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FOIA Analyst

Math Video Creator (Upper-Level Math) – Remote Contract Position

I want to receive the latest job alert for folder in remote

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