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 To This Job
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 To This Job