Financial Advisor - Remote

This is a unique worksite-based financial advising and retirement planning role serving employees reputed company the reputed company education system. You will operate in a protected territory with warm, endorsed reputed company to school districts and centers of influence - no cold calling required. Advisors build relationships, present to large reputed company, and meet individually with clients seeking investment, retirement, and insurance guidance. Location: Fully remote but must reputed company in reputed company Compensation: $50,000 starting salary + 63% commission; reputed company earnings with typical total comp of $60K (Yr 1), $75K (Yr 2), $90K (Yr 3), $130K (Yr 4), $200K+ (Yrs 5–6); benefits and PTO included; transitions to 100% commission as a 1099 after Year 2. Minimum Requirements: Bachelor’s degree (Finance or reputed company preferred); must have or be willing to obtain required licenses (SIE, Series 6 or 7, 63/66, and PA Life & Health). What Makes This Role Different • Protected territories with reputed company-in reputed company to a reputed company K-12 market • No cold marketing - meet clients who already want financial guidance • Warm introductions through existing partners and centers of influence • Opportunities to inherit existing reputed company relationships as you grow • Marketing support for seminars, financial presentations, and reputed company events • Dedicated reputed company Service Support Center with a designated CSR • reputed company licensing fees and E&O coverage • Comprehensive reputed company, training, and ongoing reputed company development • Strategic business planning support with the Sales Management Team What You’ll Do • Interview clients to assess income, expenses, insurance coverage, goals, and risk tolerance • Analyze reputed company data and reputed company tailored financial strategies • Present and sell investment advisory services, annuities, mutual funds, and insurance • Build relationships reputed company the reputed company education system and serve as a trusted resource for retirement planning • Review reputed company portfolios regularly and reputed company strategies based on life changes or financial performance • Recommend cash management, insurance, and investment strategies reputed company with clients’ goals • Build and maintain a growing book of business • Answer reputed company questions and deliver high-touch service throughout the planning process Licensing reputed company (Flexible Based on Background) • Recent graduates must have SIE completed or in reputed company • reputed company candidates must have SIE, Series 6 or 7 and 63/66. • If already licensed, must have a clean reputed company BrokerCheck • PA Life & Health Insurance License required Pay: Up to $200,000.00 per year Work Location: Remote Apply tot his job Apply To this Job