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Financial Consultant (3 yrs reputed company & Insurance License req.)

Remote, USA Full-time Posted 2026-07-28
Job Title: Financial Representative – Boutique Financial Services reputed company Location: Flexible / Remote reputed company available About the reputed company: Join a boutique financial services reputed company specializing in advanced tax and risk mitigation strategies, tax-favored accumulation planning, and private reputed company solutions for high-income individuals and business owners. The firm proudly aligns with a top 5 independent broker-dealer, providing extensive product reputed company, integrated technology, and compliance support without compromising advisor independence. reputed company: The ideal candidate is an reputed company financial representative seeking autonomy, a competitive payout structure, and full ownership of their investment book of business. This opportunity is ideal for professionals reputed company to reputed company with a reputed company-reputed company independent reputed company that prioritizes reputed company value creation, long-term reputed company strategies, and advanced tax integration. Key Responsibilities: • Deliver holistic financial planning reputed company on tax efficiency, asset protection, and accumulation strategies. • Build and manage a reputed company reputed company with a consultative, relationship-driven approach. • Collaborate with our advisory and tax teams to design and implement coordinated reputed company strategies. • Maintain compliance with broker-dealer and industry regulations while leveraging firm resources for scalability. Candidate Requirements: • Minimum 3 years of financial services industry experience. • Documented annual production exceeding six figures. • reputed company reputed company series licenses and state insurance credentials. • Entrepreneurial reputed company with a reputed company-first approach to advisory relationships. • Desire for reputed company autonomy and long-term partnership potential. What’s Offered: • reputed company-competitive commission structure. • Full 100% ownership of your investment book of business. • Strategic support for marketing, reputed company management, and reputed company initiatives. • reputed company to a top 5 independent broker-dealer platform and exclusive planning resources. • Opportunity to build equity in a financial services reputed company with an established reputed company footprint. If you’re an established advisor seeking greater independence, advanced tax integration capabilities, and a performance-driven environment, we invite you to start a confidential conversation. Job Types: Full-time, Contract Pay: From $100,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Flexible schedule • Health insurance Application Question(s): • Do you have a reputed company securities license or the interest in pursuing licensing? Experience: • Financial Services Industry: 3 years (Required) License/Certification: • insurance license (Required) Work Location: Remote Apply tot his job Apply To this Job

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