Licensed Financial Professional Non Captive

March 10, 2026

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Job description:

Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners.

Develop knowledge about diversified, balanced, resilient and risk-free financial strategies and business concepts.

Understand fixed, flexible and variable investment, protection and preservation methods that help clients achieve their specific outcomes.

Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families and businesses.

Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation.

Build meaningful and lasting relationships and experiences with clients, business associates and partners.

Expand business, management and leadership skills working with clients, team members, and new associates.

Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and business.

ARE YOU:

✔Ethical, intentional, accountable, confident and a driven individual who desires to learn, grow, self-improve and move their goals forward?

✔A people-person who genuinely cares about delivering high-quality and high-touch experiences that build positive connections and long lasting relationships?

✔Teachable and open to innovative business and financial principles that expand your own personal and professional Financial IQ?

✔Interested in learning financial synergy principles, law of acceleration and other strategies related to compounding, investments, time and business that produce exponential outcomes?

✔Open to investing in your career, complete baseline combination license within 30 days and continuing education to meet regulatory requirements working in the financial services industry?

COMPENSATION:

✔Commission income with no ceiling or cap (one client may result in$2,500 and next may be $30,000)

✔Residual income (annual client contract anniversary)

✔Passive income base (agency development)

✔Equity asset (appreciating business ownership that can be sold or passed to family)

✔Bonuses (monthly, quarterly, team, stock options, travel)

KEY BENEFITS:

►Option to work remotely by computer and phone (in the office, at home or anywhere)

►Choose area of interest and work flexible hours

►High income trajectory and career growth

►Professional industry (training and license) with clear advancement path to management and business ownership

►No prior formal industry experience required

►Learn financial strategies to improve personal knowledge and help others

BASE QUALIFICATIONS:

►Minimum 18 years of age

►Legal U.S. Resident, Citizen or Work Permit with SSN

►Able to complete licensing requirements within 30 days, Ideally sooner the better. The quicker you get licensed, the sooner you get paid!

►Accountable with high level of integrity (critical in this regulated and customer based industry)

KEY RESPONSIBILITIES:

►Study, learn and execute with on-the-job training

►Shadow client meetings, plan designs and presentations

►Initiate financial needs analysis while providing exceptional and professional customer service

►Participate in marketing and expansion strategies and efforts

►Consult, educate and connect clients with relevant financial strategies and services

PREFERRED QUALITIES:

►Accountable and Ethical (do what you say you will do)

►Ability to work independently with strong support team and training

►Consistent and excellent at follow-through and task completion

►Self-Starter and goal oriented

►Teachable and open to becoming Professionally trained

EMPLOYMENT TYPE:

►Full or Part-Time, Flexible Hours to work with your schedule.

COMPENSATION:

►1099 performance-based/commission-based

ENVIRONMENT:

►Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families and businesses with short, mid and long term financial goals: retirement planning, college and life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business minded individual is motivated to invest their time to learn, serve others and establish relationships. Partner commission based position (1099; not a W2). NO prior certification, experience or education necessary. Work from home or remote; an online career during and after Covid-19. We have a strong and resilient history working with students, graduates, military, professionals and diverse ethnicities to develop high-touch financial professionals and leaders in a profession and lucrative industry.

Job Types: Full-time, Part-time, flexible hours

Benefits:

Flexible schedule to work around your needs
Work from home

Work Location: Remote

Pay: $55,000.00 - $80,000.00 per year

Benefits:

Flexible schedule

Work Location: Remote

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