Job Type: Independent Contractor (1099) Schedule: Flexible (Part-Time or Full-Time) Location: Remote (U.S. Only)

Overview

We are expanding and seeking motivated individuals interested in a financial services career with entrepreneurial potential. This role focuses on helping individuals and families better understand their financial options and build personalized plans. No prior experience is required. We provide structured training and mentorship to help you get started and grow.

Key Responsibilities

Learn and apply financial concepts through training Assist in gathering client financial information Support the development of basic financial plans Educate clients on areas such as: Retirement planning Wealth accumulation Risk management (insurance) Participate in team meetings and training sessions Help with outreach and client engagement efforts What We Offer Flexible work schedule Remote/work-from-home opportunity Structured training program Mentorship and ongoing support Opportunity for professional growth Performance-based compensation Compensation Commission-based (1099 independent contractor) No guaranteed hourly wage or salary Earnings depend on individual performance Minimum Requirements Must be 18 years or older Authorized to work in the United States Able to pass a background check Access to a computer and reliable internet Willingness to obtain required state licenses (training provided) Preferred Skills (Not Required) Communication and interpersonal skills Self-motivated and organized Interest in finance or helping others Customer service or sales experience is a plus Additional Information This is an entry-level opportunity with training provided. Ideal for individuals seeking flexible income, skill development, and long-term career growth in financial services.