Financial Advisor – Remote, Entrepreneurial Role
Financial Advisor
(US Remote, Flexible Schedule, 100% commission)
This is an entrepreneurial, performance-based role best suited for self-motivated professionals who want long-term income and flexibility.
We are a comprehensive wealth and financial consulting firm working with many of the leading financial institutions in North America. Our consultants support clients in developing tailored financial strategies, including:
• Retirement planning
• Tax-efficient strategies
• College funding solutions
• Wealth preservation & insurance planning
• Business & corporate group benefits
What You’ll Do:
• Assess client needs and provide customized financial planning recommendations.
• Guide clients through investment, insurance, and estate planning options.
• Build lasting client relationships through proactive communication and service.
• Stay current on financial industry trends and regulatory changes.
What We’re Looking For:
• Strong interpersonal and communication skills.
• Integrity, professionalism, and client-first mindset.
• Self-motivated with an entrepreneurial spirit.
• Ability to collaborate in a team-focused, growth-oriented environment.
Who Thrives in This Role:
• Career changers with strong people skills
• Former educators, coaches, sales professionals, or service leaders
• Entrepreneurs who want to build a long-term client practice
• Professionals seeking flexibility without income caps
Preferred Background:
• Bachelor’s degree (or some college coursework).
• 2+ years in customer service, financial services, or client-facing roles.
• Life & Health Insurance License (or willingness to obtain).
What We Offer:
• Training, mentorship, and professional development.
• Flexibility to create your own schedule (with weekly team sessions).
• Remote work environment.
• Opportunities for leadership advancement.
• Multiple compensation pathways (commissions, renewals, residuals, bonuses, and more — based on licensing).
• Please know: Assistance with obtaining your life insurance license is provided, however there will be some personal investment that you will contribute towards your insurance license.
Compensation: Commission-based with realistic annual earnings of $50,000–$100,000+, based on performance, licensing, and client base growth, 100% performance-driven.
Job Types: Full-time, Part-time
Pay: $50,000.00 - $100,000.00 per year
Benefits:
• Flexible schedule
• Professional development assistance
Education:
• High school or equivalent (Preferred)
License/Certification:
• Life & Health Insurance License (Preferred)
Work Location: Remote
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