Job Description

Job Description

Job Description

About the opportunity

Are you looking for a meaningful career helping others while building something of your own? We’re seeking ambitious, entrepreneurial-minded individuals to join our team as Financial Planning Consultants

Who We Are:

We are a nationwide, mission-driven financial services firm serving individuals and families across the U.S. Our branch office is based in Seattle, WA, but thanks to our virtual model, you can work from anywhere. Our mission is “No Family Left Behind” — we provide fee-free financial education and planning to people of all backgrounds. We specialize in insurance-based financial strategies including retirement planning, college savings, 401(k)/IRA rollovers, life insurance, estate planning, and more. As a non-captive broker, we work with over 20 top-rated companies like Prudential, Nationwide, Fidelity & Guaranty, Lincoln, and Mutual of Omaha, allowing us to tailor plans based on each client’s needs.

The Role:

As a Financial Planning Consultant, you’ll guide clients through short, mid, and long-term financial goals. Your job is to listen, educate, and provide strategies that help clients feel secure and empowered about their financial futures.

✅ Remote/Hybrid – Work from anywhere with Wi-Fi

✅ Flexible Hours – Set your own schedule (ideal for part-time starters or career changers)

✅ No Experience Required – Full training, mentorship, and licensing support provided

✅ Commission-Only Compensation – Performance-based income with no income ceiling ***One client may earn you $2,500, another could bring in $20,000+; the potential is unlimited.

What Makes Us Different:

• No Fees for Clients – We’re compensated by the providers we represent
• Cutting-Edge Fintech & Tools – Empowering you to work efficiently from anywhere
• Mentorship & Support – One-on-one coaching, team collaboration, and weekly Zoom trainings
• Licensing Assistance – Reimbursement program available; upfront state licensing cost is typically $200–$300
• Diverse Team – Our consultants come from all walks of life: education, healthcare, sales, hospitality, even stay-at-home parents

Who We’re Looking For:

We’re building a team of driven, ethical, and coachable professionals. You might be a great fit if you are:

• Passionate about helping others
• Interested in personal finance or business
• A self-starter with strong time-management skills
• Looking for flexibility and freedom
• Excited to build an income-producing asset and not just a paycheck
• Comfortable starting part-time and growing into full-time

Compensation & Growth Opportunities:

• Commission-Based Income (No minimums/quotas OR cap on income)
• Residual & Passive Income
• Performance Bonuses
• Incentive Trips

Basic Qualifications:

• 18+ years old
• Legal U.S. resident or citizen with SSN
• Able to pass a background check
• Willing to obtain a state license (within 30–60 days)
• Strong integrity, accountability, and communication skills

Ready to Learn More?

Whether you're exploring new opportunities, making a career change, or looking to earn supplemental income with purpose — we’d love to connect and see if this is a potential fit. Apply now and join a movement that’s changing the way families plan for the future — while changing your own.

We are a nationwide, mission-driven financial services firm serving individuals and families across the U.S. Our branch office is based in Seattle, WA, but thanks to our virtual model, you can work from anywhere. Our mission is “No Family Left Behind” — we provide fee-free financial education and planning to people of all backgrounds. We specialize in insurance-based financial strategies including retirement planning, college savings, 401(k)/IRA rollovers, life insurance, estate planning, and more. As a non-captive broker, we work with over 20 top-rated companies like Prudential, Fidelity & Guaranty, Lincoln, and Mutual of Omaha, allowing us to tailor plans based on each client’s needs

Company Description

We are a nationwide, mission-driven financial services firm serving individuals and families across the U.S. Our branch office is based in Seattle, WA, but thanks to our virtual model, you can work from anywhere. Our mission is “No Family Left Behind” — we provide fee-free financial education and planning to people of all backgrounds. We specialize in insurance-based financial strategies including retirement planning, college savings, 401(k)/IRA rollovers, life insurance, estate planning, and more. As a non-captive broker, we work with over 20 top-rated companies like Prudential, Fidelity & Guaranty, Lincoln, and Mutual of Omaha, allowing us to tailor plans based on each client’s needs

Job Tags

Similar Jobs