Financial Planning Consultant – Remote, Entry‑Level Opportunity to Empower Families & Build Your Own Income

About brighthush

At brighthush, we’re redefining the way people think about financial security. Our mission is simple yet powerful: No Family Left Behind. We provide fee‑free financial education and planning to individuals and families across the United States, ensuring that everyone—regardless of income, background, or life stage—has access to the tools and knowledge they need to thrive.

Founded on the belief that financial wellness is a right, not a privilege, brighthush operates as a nationwide, mission‑driven financial services firm. While our headquarters are located in Seattle, Washington, our virtual model allows our consultants to work from anywhere with a reliable internet connection. This flexibility empowers you to design a career that fits your lifestyle, whether you’re a recent graduate, a career changer, or a stay‑at‑home parent looking to earn supplemental income.

We specialize in insurance‑based financial strategies—retirement planning, college savings, 401(k) / IRA rollovers, life insurance, estate planning, and more. As a non‑captive broker, we partner with over 20 top‑rated companies, including brighthush, brighthush, brighthush, brighthush, brighthush, and brighthush, giving us the flexibility to tailor plans that meet each client’s unique needs.

Why Join brighthush?

• No Fees for Clients – We’re compensated by the providers we represent, so our clients never pay a dime for our services.
• Cutting‑Edge Fintech & Tools – From advanced CRM platforms to AI‑powered financial planning software, we equip you with the technology to work efficiently from anywhere.
• Mentorship & Support – One‑on‑one coaching, collaborative team sessions, and weekly Zoom trainings keep you growing and connected.
• Licensing Assistance – We offer a reimbursement program for state licensing costs (typically $200‑$300) and provide full support to help you obtain your license within 7‑14 days.
• Diverse Team – Our consultants come from all walks of life—education, healthcare, sales, hospitality, and even stay‑at‑home parents—creating a rich, inclusive culture.

Key Responsibilities

As a Financial Planning Consultant at brighthush, you’ll play a pivotal role in guiding clients toward financial confidence. Your day‑to‑day tasks will include:

• Conducting comprehensive financial assessments to understand each client’s short, mid, and long‑term goals.
• Educating clients on a wide range of financial products and strategies, ensuring they grasp the benefits and risks.
• Developing customized financial plans that align with clients’ objectives, risk tolerance, and life circumstances.
• Maintaining accurate, up‑to‑date client records in our CRM system.
• Staying current on industry trends, regulatory changes, and new product offerings to provide the best advice.
• Building and nurturing long‑term relationships with clients, becoming their trusted advisor for life’s financial milestones.
• Collaborating with the broader brighthush team to share insights, best practices, and client success stories.

Essential Qualifications

• Minimum age of 18 years.
• Legal U.S. resident or citizen with a valid Social Security Number.
• Strong integrity, accountability, and excellent communication skills.
• Self‑starter with proven time‑management and organizational abilities.
• Willingness to obtain a state license within 7‑14 days of hire.
• Passion for helping others and a genuine interest in personal finance or business.
• Comfortable working remotely with flexible hours and the ability to set your own schedule.

Preferred Qualifications

• Prior experience in sales, customer service, or a related field.
• Basic understanding of financial planning concepts or a related certification (e.g., CFP, CFA).
• Experience with CRM software or financial planning tools.
• Multilingual abilities to serve a diverse client base.

Skills & Competencies

• Financial Acumen – Ability to analyze financial data and translate complex concepts into actionable advice.
• Client‑Centric Mindset – A genuine desire to help clients achieve their goals and a knack for building trust.
• Adaptability – Thrive in a fast‑moving, virtual environment and adjust to evolving client needs.
• Tech Savvy – Comfortable using digital tools, from video conferencing to cloud‑based financial planning software.
• Problem‑Solving – Identify obstacles and devise creative solutions to help clients overcome financial challenges.
• Collaboration – Work effectively with teammates, mentors, and cross‑functional partners.

Career Growth & Learning Opportunities

At brighthush, we believe in investing in our people. As you grow in your role, you’ll have access to:

• Comprehensive onboarding and mentorship programs that cover everything from product knowledge to sales techniques.
• Ongoing professional development courses, including advanced financial planning certifications.
• Leadership tracks for high performers, offering the chance to mentor new consultants and shape the future of brighthush.
• Annual conferences and industry events to network with thought leaders and stay ahead of market trends.

Work Environment & Culture

Our culture is built on trust, transparency, and empowerment. We value:

• Work‑life balance—flexible hours and remote work options let you design a schedule that fits your life.
• Continuous learning—weekly Zoom trainings, peer‑to‑peer knowledge sharing, and access to industry resources.
• Community impact—every client you help contributes to our mission of financial inclusion.
• Recognition—top performers receive public shout‑outs, bonuses, and opportunities for advancement.

Compensation, Perks & Benefits

Our compensation model is commission‑only, meaning your earning potential is directly tied to your performance. While there is no guaranteed base salary, the upside is unlimited: one client may earn you $2,500, another could bring in $20,000+.

In addition to competitive commissions, we offer:

• Full licensing support and reimbursement.
• Access to a suite of fintech tools at no cost.
• Health and wellness resources, including virtual fitness classes and mental health support.
• Annual performance bonuses and incentive trips for top performers.
• Flexible work arrangements—remote or hybrid, with the freedom to choose your hours.

Ready to Make a Difference?

If you’re passionate about helping others, eager to learn, and ready to build an income‑producing asset rather than just a paycheck, brighthush invites you to join our mission‑driven team. Whether you’re a recent graduate, a career changer, or a stay‑at‑home parent, we provide the training, mentorship, and tools you need to succeed.

Take the first step toward a rewarding career that empowers families and transforms lives. Apply now and become part of the brighthush movement.