Financial Services Consultant

Remote, USA Full-time
Build Your Own Book of Business | Flexible Schedule | Professional Mentorship • This is not a salaried position* This role is not ideal for candidates seeking hourly or salaried compensation, or minimal responsibility. Role Overview We are selectively expanding a team of high-caliber, self-directed professionals who want to build their own client-based business, not simply hold another job. This is a remote, commission-based consulting role where you will work directly with individuals and families to educate them on foundational financial concepts including retirement planning, long-term asset protection strategies, and wealth preservation. This opportunity is best suited for individuals who value autonomy, long-term growth, and meaningful client impact. If you are motivated by ownership, continuous improvement, and helping people make informed financial decisions, this opportunity provides the structure, mentorship, and systems to scale and build. Success is driven by personal effort, consistency, professionalism, and coachability. What You Will Do • Conduct virtual and/or in-person consultations with clients • Educate individuals and families on financial fundamentals in a clear, compliant, and practical way • Help clients identify strategies aligned with their long-term goals • Build, manage, and retain your own client relationships • Operate within a proven business system supported by structured mentorship • Develop leadership capacity as your business grows • Maintain ethical standards, documentation, and regulatory compliance Who This Is For • Individuals who prefer performance-based income over fixed wages • Professionals who value independence but operate well within structured systems • Self-starters who follow through, manage time effectively, and take ownership of outcomes • Strong communicators who enjoy educating and guiding others • Individuals with integrity, emotional intelligence, and long-term thinking • Those open to coaching, feedback, and continuous development Qualifications • Must be 18+ and authorized to work in the U.S. • Ability to obtain required state licensing (training provided) • Reliable internet access and basic technology proficiency • Strong verbal and written communication skills • Ability to pass a background check • Prior experience in sales, education, customer service, business ownership, military, or leadership is helpful but not required Compensation • 1099 Independent Contractor: Fully Commission-Based • Uncapped earning potential • Income grows with client base and consistency • Part-time consultants often generate supplemental income • Full-time consultants can build scalable, long-term income through recurring business Work Structure • Remote • Flexible scheduling • Ongoing professional training and mentorship • Performance-driven advancement opportunities Job Types: Full-time, Part-time Pay: $50,000.00 - $150,000.00 per year Benefits: • Flexible schedule • Professional development assistance • Referral program Application Question(s): • Are you prepared to complete the required state licensing and compliance certifications within defined timelines as a condition of this role? Experience: • Customer service: 1 year (Preferred) Work Location: Remote Apply tot his job
Apply Now

Similar Jobs

Associate Director | Financial Controller | US Remote

Remote, USA Full-time

Oracle EBS Financial Analyst – General Ledger

Remote, USA Full-time

Senior Finance Transformation Analyst -Data Development

Remote, USA Full-time

Senior Manager / Financial Data Analyst (45100)

Remote, USA Full-time

Senior Financial Data Analyst

Remote, USA Full-time

Financial Economist ID-2689 – Amazon Store

Remote, USA Full-time

Data Engineer, Finance Data Engineering

Remote, USA Full-time

Financial Analysis Specialist

Remote, USA Full-time

Senior Data Engineer

Remote, USA Full-time

Lead Data Engineer (Remote Work Eligible)

Remote, USA Full-time

**Experienced Full Stack Software Engineer – Web & Cloud Application Development**

Remote, USA Full-time

Experienced Virtual Customer Care Advisor for Amazon Remote Data Entry – Full Time Opportunity

Remote, USA Full-time

**Senior Product Manager - Customer Experience - Remote**

Remote, USA Full-time

**Experienced Online Airport Customer Service Representative – Aviation Industry Expertise**

Remote, USA Full-time

**Experienced Remote Data Entry Clerk – Administrative Support for Global Airline Operations**

Remote, USA Full-time

Experienced Remote Customer Service Representative – Flexible Work from Home Opportunities with blithequark

Remote, USA Full-time

IT Project Manager – HR Technology Portfolio (Coordination & Chief of Staff Focus)

Remote, USA Full-time

Project Manager with direct client in Health Industry

Remote, USA Full-time

Associate Medical Record Retrieval Specialist

Remote, USA Full-time

Consultant, Risk Advisory Services - Montreal – September 2026

Remote, USA Full-time
Back to Home