Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship Provided

Compensation Performance-based compensation with leadership growth opportunities About the Opportunity Are you interested in building a career in financial services with flexibility, mentorship, and long-term growth potential? We are expanding our team and seeking motivated individuals interested in helping families with protection planning, retirement strategies, and long-term financial education—while building a flexible financial services practice of their own. This opportunity can be started part-time or full-time, making it a strong fit for career changers, professionals exploring a transition, or entrepreneurial individuals looking to build alongside existing commitments while growing toward something larger. Whether you come from sales, client service, education, business ownership, or another people-focused background, we provide mentorship, training, and systems to help you develop professionally. This is a remote opportunity designed for individuals who are self-motivated, coachable, and excited by long-term professional growth. Responsibilities • Educate families on life insurance, protection planning, and retirement-focused strategies • Build trusted client relationships through education and service • Learn financial concepts, planning frameworks, and product solutions through mentorship • Participate in weekly training, coaching, and professional development • Build a client base through networking, referrals, and outreach • Explore leadership opportunities for those interested in team development Who We’re Looking For • Strong communicators who enjoy helping others • Self-motivated individuals with an ownership mindset • Coachable professionals open to mentorship and development • Comfortable working independently in a remote environment • Sales, customer-facing, or relationship-building experience is helpful but not required • Willingness to obtain a state Life & Health Insurance License (guidance provided) What We Offer • Flexible remote environment • Part-time or full-time path options • Structured mentorship and ongoing training • Access to established financial carriers and planning solutions • Leadership development opportunities • Performance-based compensation with advancement potential • Long-term professional growth for those interested in building a practice Apply tot his job Apply To this Job