Senior Financial Services Professional - Remote | Advisory & Leadership Development Path We are expanding our team of Financial Consultants in a fully remote environment and are seeking experienced professionals based in the United States who are interested in applying their background in a moreflexible, advisory-focused setting.From the outset, this opportunity includes a structured pathway not only for client-facing advisory work but also for individuals interested in developing leadership capabilities, including mentorship and team development within a brokerage-style model.
This opportunity is designed for individuals with prior experience in financial services, banking, lending, or client-facing financial roles who are exploring a role that emphasizes client education, long-term relationship development, and professional growth.Through a structured onboarding and training process, you will work with individuals and families to better understand their financial goals and assist in developing personalized financial approaches.These may include areas such as debt consolidation, retirement planning, college savings, insurance, long-term care, investments, and related strategies.
This role also provides the opportunity to take on additional responsibilities over time, including mentorship and team support, based on performance and experience.
Responsibilities: • Participate in structured onboarding and ongoing professional development • Support client conversations to understand financial goals and priorities • Assist in developing financial approaches aligned with client needs • Provide general financial education using approved materials and training • Build and maintain long-term client relationships • Maintain professional and ethical standards in all interactions • Collaborate with team members and leadership on development goals • Contribute to team support and mentorship activities as experience grows Qualifications: • 5+ years of experience in financial services, banking, lending, sales, or other client-facing roles • Must be currently residing in the United States • Must be authorized to work in the United States (this role does not offer visa sponsorship) • Valid government-issued identification • Willingness to complete a background screening, where permitted by law • Willingness to obtain a Life & Health insurance license (if not currently licensed) • Strong communication and interpersonal skills Compensation: $88,000 - $125,000 yearly
• Participate in structured onboarding and ongoing professional development • Support client conversations to understand financial goals and priorities • Assist in developing financial approaches aligned with client needs • Provide general financial education using approved materials and training • Build and maintain long-term client relationships • Maintain professional and ethical standards in all interactions • Collaborate with team members and leadership on development goals • Contribute to team support and mentorship activities as experience grows
Compensation:
$88,000-$125,000 per year
Senior Financial Services Professional - Remote | Advisory & Leadership Development Path We are expanding our team of Financial Consultants in a fully remote environment and are seeking experienced professionals based in the United States who are interested in applying their background in a moreflexible, advisory-focused setting.From the outset, this opportunity includes a structured pathway not only for client-facing advisory work but also for individuals interested in developing leadership capabilities, including mentorship and team development within a brokerage-style model.
This opportunity is designed for individuals with prior experience in financial services, banking, lending, or client-facing financial roles who are exploring a role that emphasizes client education, long-term relationship development, and professional growth.Through a structured onboarding and training process, you will work with individuals and families to better understand their financial goals and assist in developing personalized financial approaches.These may include areas such as debt consolidation, retirement planning, college savings, insurance, long-term care, investments, and related strategies.
This role also provides the opportunity to take on additional responsibilities over time, including mentorship and team support, based on performance and experience.
Responsibilities: • Participate in structured onboarding and ongoing professional development • Support client conversations to understand financial goals and priorities • Assist in developing financial approaches aligned with client needs • Provide general financial education using approved materials and training • Build and maintain long-term client relationships • Maintain professional and ethical standards in all interactions • Collaborate with team members and leadership on development goals • Contribute to team support and mentorship activities as experience grows Qualifications: • 5+ years of experience in financial services, banking, lending, sales, or other client-facing roles • Must be currently residing in the United States • Must be authorized to work in the United States (this role does not offer visa sponsorship) • Valid government-issued identification • Willingness to complete a background screening, where permitted by law • Willingness to obtain a Life & Health insurance license (if not currently licensed) • Strong communication and interpersonal skills Compensation: $88,000 - $125,000 yearly
• Participate in structured onboarding and ongoing professional development • Support client conversations to understand financial goals and priorities • Assist in developing financial approaches aligned with client needs • Provide general financial education using approved materials and training • Build and maintain long-term client relationships • Maintain professional and ethical standards in all interactions • Collaborate with team members and leadership on development goals • Contribute to team support and mentorship activities as experience grows
Compensation:
$88,000-$125,000 per year
