Remote Financial Professional

Position Overview

We are seeking motivated individuals interested in building a career in financial services. In this entry-level position, you will receive training and mentorship while helping individuals and families better understand financial concepts and available financial solutions.

We provide ongoing training and support to help you develop professionally and work toward required industry licensing.

What You'll Do

• Meet virtually with clients to discuss financial goals and priorities
• Educate clients on financial concepts and available solutions
• Assist with gathering information and preparing client recommendations
• Maintain ongoing communication and follow-up with clients
• Participate in training programs and professional development activities
• Work collaboratively with team members to support client needs

Training & Development

• Comprehensive training provided
• Ongoing mentorship and coaching
• Professional development opportunities
• Support throughout the licensing process

Qualifications

• Must be at least 18 years old
• Authorized to work in the United States
• Strong communication and interpersonal skills
• Organized and self-motivated
• Comfortable working independently and in a virtual environment
• Ability to satisfy background screening requirements associated with licensing
• Willingness to obtain required state licenses

Schedule

• Full-time opportunities available
• Flexible scheduling options may be available based on business needs and licensing progress

Compensation

Compensation is based on the position structure and may vary depending on experience, licensing status, and performance. Additional details regarding compensation will be discussed during the interview process.

Why Join?

• Entry-level opportunity with training provided
• Career growth and advancement potential
• Remote work environment
• Supportive team culture
• Opportunity to help individuals and families work toward their financial goals

Pay: $57,849.48 - $69,668.19 per year

Benefits:

• Financial planning services
• Life insurance

Work Location: Remote