Certified Financial Planner

Job Description

Job Description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Position Details:

• 100% Remote | Part-Time or Full-Time

• Contractor Position

• 100% Commission-Based Compensation

• No Hourly Wage or Base Salary

• Training and Licensing Support Provided

Compensation:

$86,000 - $118,000 yearly

Responsibilities:

• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Customize financial plans for each client based on potential life changes and changing financial needs
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications:

• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• A Bachelor’s degree in business administration, finance, or a related field is required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired

About 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 to 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.