Entry-Level Financial Advisor

Remote | Part-Time or Full-TimeWe are expanding our team of Financial Advisors in a fully remote environment. This entry-level opportunity is available on both a part-time and full-time basis.Through a structured training program, you will develop the skills to assess the financial needs of individuals and families, guide conversations around their goals, and contribute to building personalized financial strategies. These strategies may include areas such as debt management, budgeting, retirement planning, wealth accumulation, college planning, and other financial solutions.This role is well-suited for individuals seeking flexibility, professional development, and long-term growth within the financial services industry.Preferred Skills and AttributesSelf-motivated with a strong sense of accountabilityCoachable and receptive to feedbackGoal-oriented with a results-driven mindsetDemonstrates integrity and professionalismStrong organizational and time-management skillsComfortable working independently and collaborativelyInterest in financial education and helping othersWork Schedule & TrainingThis position offers flexible scheduling, allowing you to align your hours with your availability. A general commitment of approximately 10–15 hours per week supports consistent progress and development.Weekly training sessions are available at the following times:• Tuesdays: 8:00 PM EST / 5:00 PM PST• Saturdays: 12:00 PM EST / 9:00 AM PSTParticipation in training sessions supports ongoing development and skill-building.Additional InformationThis opportunity is designed with flexibility in mind and can complement existing professional commitments. Individuals may engage on a part-time or full-time basis depending on their goals and availability.If you are interested in developing a career in financial services while contributing to improving financial awareness and outcomes for others, we welcome your application.Responsibilities:Participate in structured training and ongoing professional developmentObserve and support client meetings, financial reviews, and presentationsAnalyze client financial information to help identify needs and goalsEducate clients on financial concepts, strategies, and available optionsAssist in developing financial solutions aligned with client objectivesMaintain professional, ethical, and compliance-focused standardsBuild and manage long-term client relationshipsQualifications:At least 18 years of ageLawful resident of the United States (NO H1-B status permitted)Valid government-issued identification (Driver's License or State ID)Open to background screening, where permitted by lawInterest in obtaining a Life & Health insurance licenseStrong communication and interpersonal skillsCustomer service or client-facing experience is beneficialAbout Company:Our firm aims to empower individuals from diverse backgrounds. Our company's mission is to provide financial services with the necessary tools to help families secure better futures.Moreover, we understand that knowledge is power, thus making our approach to consultations education-based. Compared to the traditional industry, our doors are open for all people throughout the financial spectrum, which truly solidifies our mission as a firm: "No family left behind."If you're seeking a remote, business-minded career in financial planning where you can make a real impact, earn based on performance, and grow under experienced mentors, we provide a clear pathway for long-term success. Here, you're not just starting a job — you're building a business that helps families thrive financially.We celebrate diversity and are committed to fostering an inclusive environment for all team members.