Financial Advisor

Financial Services Representative – Remote

Job Type: 1099 Independent ContractorWork Location: Remote Schedule: Flexible, Part-Time or Full-TimeCompensation: $50,000–$150,000+ annually, performance-basedExperience: Entry Level – Training Provided

About the Opportunity

We are seeking motivated individuals to join our team as Financial Services Representatives. This is a remote, 1099 independent contractor opportunity for individuals interested in financial services, client education, entrepreneurship, and professional development.

No previous financial services experience is required. Qualified candidates receive training, mentorship, and guidance through the applicable state licensing process.

This opportunity may be a good fit for individuals with experience in customer service, sales, education, management, healthcare, hospitality, real estate, insurance, banking, or other people-focused fields.

Responsibilities

• Meet with individuals and families virtually or in person to learn about their financial goals and needs.
• Educate clients about financial concepts such as budgeting, saving, retirement planning, and financial protection.
• Conduct needs-based financial assessments.
• Present financial products and strategies that may be appropriate based on client needs and applicable regulations.
• Develop and maintain professional client relationships.
• Follow up with clients and prospective clients.
• Maintain accurate client records and required documentation.
• Complete company training, licensing requirements, and continuing education.
• Follow all applicable state and federal laws, regulations, licensing requirements, compliance standards, and company policies.
• Participate in team meetings, coaching, and professional development.
• Build and manage your independent business activities and schedule.

Qualifications

• Must be at least 18 years old and legally authorized to work in the United States.
• No prior financial services experience required.
• Willingness to complete required licensing and training.
• Strong communication and interpersonal skills.
• Professional, dependable, and organized.
• Comfortable communicating by phone, video, and in person.
• Basic computer and internet skills.
• Ability to work independently and manage your time effectively.
• Interest in financial services, sales, entrepreneurship, or professional development.
• Strong commitment to ethical and compliant business practices.

Training & Support

Qualified candidates receive access to:

• Structured training
• Licensing guidance and support
• One-on-one mentorship
• Team coaching
• Professional development
• Leadership development opportunities
• Ongoing educational resources
• Performance recognition programs
• Potential incentive travel opportunities for qualifying performers

Compensation

This is a performance-based 1099 independent contractor opportunity. The advertised annual compensation range of $50,000–$150,000+ represents potential earnings and is not guaranteed.

Actual compensation varies based on individual production, sales activity, client development, business performance, and other applicable factors.

Independent contractors are responsible for their own taxes, business expenses, scheduling, and business activities.

Important Information

This is not a W-2 employee position and does not provide traditional employee benefits.

A state-required financial services or insurance license may be necessary to perform certain activities. You do not need to be licensed before applying. Qualified candidates will receive information about applicable licensing requirements and the process for obtaining the required license.

All financial services activities are subject to applicable licensing, regulatory, compliance, and company requirements.

Apply Today

If you are motivated to learn, enjoy helping people, and are interested in building a career in financial services, we encourage you to apply.

Remote opportunity | Flexible schedule | Training provided | Licensing guidance available

Pay: $50,000.00 - $150,000.00 per year

Benefits:

• Financial planning services
• Flexible schedule
• Professional development assistance
• Tuition reimbursement

People with a criminal record are encouraged to apply

Work Location: Remote