Entry Level Financial Professional

TFM Wealth Management is seeking motivated, coachable, and purpose-driven individuals to join our growing team as a Retirement & Protection Planning Specialist.

Whether you're already licensed or willing to become licensed, you'll receive training, mentorship, and support from experienced professionals.

What You'll Do

• Meet with clients virtually and/or in person to assess financial goals and needs
• Educate clients on financial planning, retirement planning, wealth protection, estate planning, and life insurance solutions
• Develop customized recommendations based on each client's objectives
• Build and maintain strong client relationships through a consultative approach
• Participate in ongoing training, mentorship, and professional development
• Utilize company-provided systems and tools to deliver a high-quality client experience

What We’re Looking For:

• Motivated, disciplined individuals with strong personal standards
• Strong communicators who enjoy helping others and building relationships
• Individuals with backgrounds in sales, leadership, entrepreneurship, customer service, business development, or related fields
• Coachable professionals with a growth mindset and willingness to learn
• Individuals seeking greater income potential, flexibility, and long-term career growth

What We Offer:

• Flexible schedule – work 10 to 40+ hours per week depending on your availability
• Remote-first model – all meetings and trainings can be conducted via Zoom
• Performance based compensation
• Direct mentorship and team support

Minimum Qualifications:

• Must be at least 18 years old
• Must live in the U.S. and be eligible to work here
• Must be able to pass a background check
• Must be willing to obtain a Life & Health Insurance License

Compensation

Compensation is performance-based and varies based on production, activity level, and experience.

If you're motivated, coachable, and ready to grow personally and professionally, we'd love to connect with you.

Pay: $5,400.00 - $16,500.00 per month

Benefits:

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

Work Location: Remote