Job Description
Financial Advisor
(US Remote, Flexible Schedule, 100% commission)
This is an entrepreneurial, performance-based role best suited for self-motivated professionals who want long-term income and flexibility.
- We are a comprehensive wealth and financial consulting firm working with many of the leading financial institutions in North America. Our consultants support clients in developing tailored financial strategies, including:
- Retirement planning
- Tax-efficient strategies
- College funding solutions
- Wealth preservation & insurance planning
- Business & corporate group benefits
- What You’ll Do:
- Assess client needs and provide customized financial planning recommendations.
- Guide clients through investment, insurance, and estate planning options.
- Build lasting client relationships through proactive communication and service.
- Stay current on financial industry trends and regulatory changes.
- What We’re Looking For:
- Strong interpersonal and communication skills.
- Integrity, professionalism, and client-first mindset.
- Self-motivated with an entrepreneurial spirit.
- Ability to collaborate in a team-focused, growth-oriented environment.
- Who Thrives in This Role:
- Career changers with strong people skills
- Former educators, coaches, sales professionals, or service leaders
- Entrepreneurs who want to build a long-term client practice
- Professionals seeking flexibility without income caps
- Preferred Background:
- Bachelor’s degree (or some college coursework).
- 2+ years in customer service, financial services, or client-facing roles.
- Life & Health Insurance License (or willingness to obtain).
- What We Offer:
- Training, mentorship, and professional development.
- Flexibility to create your own schedule (with weekly team sessions).
- Remote work environment.
- Opportunities for leadership advancement.
- Multiple compensation pathways (commissions, renewals, residuals, bonuses, and more — based on licensing).
- Please know: Assistance with obtaining your life insurance license is provided, however there will be some personal investment that you will contribute towards your insurance license.
Compensation: Commission-based with realistic annual earnings of $50,000–$100,000+, based on performance, licensing, and client base growth, 100% performance-driven.
Job Types: Full-time, Part-time
Pay: $50,000.00 - $100,000.00 per year
- Benefits:
- Flexible schedule
- Professional development assistance
- Education:
- High school or equivalent (Preferred)
- License/Certification:
- Life & Health Insurance License (Preferred)
Work Location: Remote
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