Entry-Level Wealth Manager (Remote - 1099 Contract Role)

Company Description

We are a fast-growing financial services firm focused on empowering individuals and families to build long-term wealth, financial independence, and legacy. Through education, mentorship, and access to industry-leading tools and platforms, we help our agents thrive both professionally and personally. Our mission is rooted in service, impact, and ownership. Schedule:

• Estimated First-Year Target Earnings: $25,000 - $100,000+
• Job Type: 1099 Independent Contractor
• Schedule: Flexible, Self-Managed Schedule

Role Description We’re looking for highly motivated individuals to join our team as Entry-Level Wealth Managers. In this role, you’ll help clients create personalized financial roadmaps, offer guidance on investments and insurance, and provide ongoing support as they work toward their goals. You’ll have the freedom to set your own schedule, work remotely, and build a business that grows with you.

Responsibilities

• Assist clients with financial planning, protection, and growth strategies
• Educate individuals and families on insurance, investment, and legacy-building options
• Stay informed on financial trends, product updates, and regulatory changes
• Collaborate with a team of experienced mentors and leverage proven systems
• Grow a client base while building equity and long-term residual income

Qualifications

• Strong communication and people skills
• Interest in finance, investments, or insurance (no experience required—training provided)
• Self-motivated with a desire to build a flexible, impactful career
• Ability to work remotely and manage your own schedule
• Must be coachable and willing to obtain necessary state licenses

What We Offer

• Uncapped commission structure
• Ownership and equity-based advancement model
• Ongoing training, mentorship, and support
• A purpose-driven environment with a team culture
• The ability to start part-time and scale at your own pace

Pay: $25,000.00 - $100,000.00 per year Benefits:

• Financial planning services
• Flexible schedule
• Professional development assistance
• Referral program

Application Question(s):

• Located in the United States?

Education:

• High school or equivalent (Required)

Work Location: Remote