Financial Services Consultant

Remote Full-time
Build Your Own Book of Business | Flexible Schedule | Professional Mentorship • This is not a salaried position* This role is not ideal for candidates seeking hourly or salaried compensation, or minimal responsibility. Role Overview We are selectively expanding a team of high-caliber, self-directed professionals who want to build their own client-based business, not simply hold another job. This is a remote, commission-based consulting role where you will work directly with individuals and families to educate them on foundational financial concepts including retirement planning, long-term asset protection strategies, and wealth preservation. This opportunity is best suited for individuals who value autonomy, long-term growth, and meaningful client impact. If you are motivated by ownership, continuous improvement, and helping people make informed financial decisions, this opportunity provides the structure, mentorship, and systems to scale and build. Success is driven by personal effort, consistency, professionalism, and coachability. What You Will Do • Conduct virtual and/or in-person consultations with clients • Educate individuals and families on financial fundamentals in a clear, compliant, and practical way • Help clients identify strategies aligned with their long-term goals • Build, manage, and retain your own client relationships • Operate within a proven business system supported by structured mentorship • Develop leadership capacity as your business grows • Maintain ethical standards, documentation, and regulatory compliance Who This Is For • Individuals who prefer performance-based income over fixed wages • Professionals who value independence but operate well within structured systems • Self-starters who follow through, manage time effectively, and take ownership of outcomes • Strong communicators who enjoy educating and guiding others • Individuals with integrity, emotional intelligence, and long-term thinking • Those open to coaching, feedback, and continuous development Qualifications • Must be 18+ and authorized to work in the U.S. • Ability to obtain required state licensing (training provided) • Reliable internet access and basic technology proficiency • Strong verbal and written communication skills • Ability to pass a background check • Prior experience in sales, education, customer service, business ownership, military, or leadership is helpful but not required Compensation • 1099 Independent Contractor: Fully Commission-Based • Uncapped earning potential • Income grows with client base and consistency • Part-time consultants often generate supplemental income • Full-time consultants can build scalable, long-term income through recurring business Work Structure • Remote • Flexible scheduling • Ongoing professional training and mentorship • Performance-driven advancement opportunities Job Types: Full-time, Part-time Pay: $50,000.00 - $150,000.00 per year Benefits: • Flexible schedule • Professional development assistance • Referral program Application Question(s): • Are you prepared to complete the required state licensing and compliance certifications within defined timelines as a condition of this role? Experience: • Customer service: 1 year (Preferred) Work Location: Remote Apply tot his job
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