Independent Financial Consultant

We're a non-captive fintech brokerage partnered with 25+ Fortune 500 financial institutions. We help families build retirement strategies, protect wealth, and create tax-advantaged growth opportunities.

What You'll Do:

• Develop personalized financial strategies for clients
• Educate families on retirement and wealth protection options
• Build and manage your own book of business
• Use our digital platform to streamline client management
• Work remotely with complete schedule flexibility

What We're Looking For:

• Strong communication and relationship-building skills
• Self-motivated and entrepreneurial mindset
• Passion for helping people achieve financial goals
• Willing to obtain required licensing (training provided)
• Financial services experience helpful but not required

What We Offer:

• Uncapped earning potential based on performance
• Equity in your own practice
• Clear leadership and agency ownership track
• Comprehensive training and ongoing mentorship
• Fully remote work environment
• Financial planning services and life insurance coverage
• Retirement plan options
• Professional development support

Pay: $64,860.35 - $78,111.39 per year

Work Location: Remote