Financial Consultant

Independent Contractor Opportunity – Texas Financial Agency
We're a dynamic Texas-based financial agency empowering individuals and families to achieve their financial goals through personalized planning and expert guidance. We're expanding and seeking passionate Independent Contractors to join our team—whether you're launching a new career or enhancing your existing professional practice.

Two Paths to Partnership as an Independent Contractor:

• Build Your Own Agency from the Ground Up (Ideal for Entry-Level or Career-Changing Professionals) As an Entry-Level Financial Consultant Partner, you'll receive full training and mentorship to become a successful independent financial professional. Our proven program teaches you not only how to serve clients effectively but also how to build, grow, and lead your own agency—creating a scalable business with unlimited earning potential.
• Add Financial Services to Your Existing Practice (Ideal for Established Professionals) If you're a CPA, lawyer, real estate agent, mortgage broker, or similar professional, integrate our comprehensive financial planning and investment services as an additional offering. Enhance your client relationships, provide holistic advice, and generate new revenue streams—all while maintaining full independence in your current business.

Key Responsibilities:

• Conduct in-depth client consultations to uncover unique financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investment strategies, retirement planning, debt management, and more.
• Educate clients on key financial concepts to empower informed decision-making.
• Build and maintain strong, trust-based client relationships through exceptional service.
• Stay current on industry trends to deliver top-tier advice.
• (For agency builders) Recruit, mentor, and lead a team as your practice grows.

Why Partner with Us as an Independent Contractor:

• True Independence: Operate as your own boss with 1099 flexibility—no employee restrictions.
• Comprehensive Training & Mentorship: In-depth program covering financial planning expertise and agency-building strategies (marketing, client acquisition, team development).
• Cutting-Edge Tools & Support: Access our online brokerage, automated software, client portal, and established marketing engine to attract and manage clients efficiently.
• Marketing & Lead Generation: Leverage our proven systems to build your pipeline—whether starting fresh or cross-serving your existing clients.
• Remote Flexibility: Work from anywhere with the freedom to set your own schedule.
• Unlimited Earning Potential: Competitive commission-based compensation tied to your production and growth.

Qualifications:

• Genuine passion for helping people achieve financial success.
• Strong communication and relationship-building skills.
• Analytical mindset with problem-solving abilities.
• Entrepreneurial drive and self-motivation.
• Bonus for Established Professionals: Active license/experience in CPA, law, real estate, mortgage, or related fields.

No prior financial services experience required for the agency-building path—we provide the training and licensing support you need to get started.

Ready to Take Control of Your Financial Career?
Whether you're ready to launch and build your own agency or add powerful financial services to your current practice, this independent contractor opportunity lets you make a real impact while enjoying autonomy and growth.

Join our team today!

Job Types: Full-time, Part-time

Pay: $40,000.00 - $80,000.00 per year

Benefits:

• Employee discount
• Financial planning services
• Flexible schedule
• Life insurance
• Professional development assistance
• Retirement plan

Work Location: Remote