Job Description
We are seeking motivated Financial Consultants (1099 independent contractors) to join our growing, fully remote financial services team. This is a contract position (no W-2 employment) where you build your own book of business while partnering with an established, ethics-driven financial services organization. As a
Remote Financial Consultant, you’ll provide financial consulting services to individuals and families, including protection, wealth-building, and retirement strategies. If you are coachable, entrepreneurial, and interested in growing a long-term career in financial consulting, this opportunity may be a great fit.
A current resume is required to be considered. Key Responsibilities · Provide client-focused financial consulting and education in a virtual/remote environment. · Learn and apply core concepts of financial planning, insurance, and wealth strategies. · Conduct needs-based financial consultations with individuals and families. · Offer a broad range of financial solutions, including: • Debt and credit strategies • College funding and education planning • Long-term care planning • Investment and asset management strategies • Tax-advantaged and tax-free retirement strategies • Risk management and wealth protection strategies · Build and maintain a personal client base through professional outreach and follow-up.
· Work with a remote team of financial professionals while maintaining ownership of your own 1099 consulting practice. · Pursue leadership and team-building opportunities as your practice grows. Job Type & Schedule Job Type: 1099 Independent Contractor (Contract) Schedule: Flexible – Part-time or Full-time Location:
Remote (United States, Canada, Puerto Rico)
This role is ideal for candidates seeking flexible, remote financial consulting work with uncapped income potential. What We Provide · Step-by-step training program in financial consulting and financial services.
· Proven systems, tools, and mentorship to build your own financial consulting practice. · 100% remote work – operate from anywhere with a reliable internet connection. · Collaborative, mission-driven team culture. · Opportunity to build long-term, scalable income based on performance. Qualifications · Strong interest in financial consulting and helping others improve their financial situation. · Excellent verbal and written communication skills. · Comfortable working in a remote/online environment (Zoom, email, CRM, etc.).
· Organized, self-motivated, and able to manage your own schedule. · Professional, ethical, and client-focused approach. Additional Requirements: · Must reside in the United States, Canada, or Puerto Rico. · Must be legally authorized to work in your country of residence. · Willing to obtain a life and health insurance license (training and guidance provided). · Current resume required with application. Compensation Status: 1099 Independent Contractor (not a W-2 employee)
Compensation: Performance-based; income is driven by your production and client base.
Unlimited earning potential with no territorial restrictions or mandatory quotas. Specific compensation details will be discussed during the interview process. Job Types: Full-time, Part-time, Contract Pay: From $10,000.00 per year Expected hours: No less than 10 per week Work Location:
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