Financial Planning Specialist (1099, Part Time/Full Time, Remote)
ABOUT US We're a growing financial services organization focused on helping individuals and families better understand their financial options and prepare for their futures. As more families look for guidance with financial protection, retirement strategies, and long-term planning, we're expanding our team and looking for professionals who want to make a meaningful impact while building an additional source of income or a new career path. WHY JOIN OUR TEAM? This opportunity is designed for professionals who value flexibility, personal growth, and the ability to build something of their own. Your previous career and life experience can be an asset—even if you've never worked in financial services. Whether you're looking for a professional part-time opportunity alongside your current career or interested in building toward something larger, you'll have the flexibility to grow at your own pace. WHO WE'RE LOOKING FOR Prior financial services experience is not required. We're looking for professionals who are dependable, coachable, self-motivated, and comfortable working with people. You may be a good fit if you: Have strong communication and interpersonal skills Are professional, reliable, and comfortable working independently Enjoy helping and educating others Are open to learning new skills and following a proven process Have an entrepreneurial mindset Are interested in building an additional income stream or potentially transitioning into a new career Value flexibility and the ability to manage your own schedule WHAT YOU'LL DO As a Financial Planning Specialist, you'll work with individuals and families to help them better understand financial concepts and available strategies based on their goals. Responsibilities may include Meeting virtually with individuals and families Learning about clients' financial goals and priorities Educating clients on financial protection and planning strategies Building and maintaining professional relationships Participating in ongoing training and professional development Following up with prospective clients and referrals WHAT YOU GET Flexible schedule: Build your schedule around your existing professional and personal commitments 100% remote: Work virtually from anywhere you're authorized to conduct business Part-time or full-time growth potential: Determine how much you want to build Training and mentorship: Learn the business with ongoing guidance and support Performance-based compensation: Commission-based compensation with income tied to individual production Leadership opportunities: Opportunities to mentor others and build a team as you develop Professional development: Build skills in financial services, communication, leadership, and entrepreneurship COMPENSATION & OPPORTUNITY This is a 1099 independent contractor, performance-based opportunity and is not a traditional salaried position. Compensation is commission-based and varies based on individual activity and production. Depending on the financial products and services offered, licensing may be required. Training and guidance regarding applicable licensing requirements are provided. WHO TENDS TO SUCCEED HERE? Professionals who do well in this opportunity are typically: Self-directed and accountable Comfortable communicating with different types of people Consistent with follow-up Open to coaching and professional development Interested in helping families improve their financial futures Able to balance independence with following established processes Looking for flexibility without sacrificing professional growth No prior financial services experience is required. Work Location: Remote Schedule: Flexible Employment Type: 1099 Independent Contractor Compensation: Commission / performance-based Job Types: Full-time, Part-time Pay: $30,000.00 - $100,000.00 per year
Benefits
Flexible schedule Professional development assistance Education: High school or equivalent (Required) Work Location: Remote