Financial Services Advisor [Remote]
Atlasfinancialsolutions Co
- Remote job
Financial Services Consultant
Entry-Level to Experienced | Training Provided
Chicago, IL (Hybrid & Remote Opportunities Available)
Build a Career With Purpose, Flexibility, and Unlimited Growth Potential
Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services. Whether you're transitioning careers, recently graduated, experienced in sales, or already licensed, we provide the training, mentorship, and support needed to succeed in a growing industry.
We help individuals, families, and business owners create strategies for retirement, income protection, wealth accumulation, and financial security.
This opportunity offers flexible scheduling, professional development, and uncapped income potential for individuals who are coachable, ambitious, and people-oriented.
What You'll Be Doing
- Meet with clients virtually or in person to discuss financial goals and concerns
- Educate clients on retirement, protection, and wealth-building strategies
- Build long-term professional relationships through ongoing client support
- Participate in hands-on training, mentorship, and leadership development
- Utilize CRM and digital platforms to manage client communication and workflow
- Develop professional networking and referral partnerships
What We Offer
- Performance-based compensation with uncapped earning potential
- Comprehensive training program — no prior experience required
- State licensing assistance and professional development
- Flexible work schedule (full-time or part-time available)
- Hybrid and remote work opportunities
- Access to nationally recognized financial and insurance providers
- Clear advancement and leadership growth opportunities
- Supportive team culture focused on mentorship and personal growth
Ideal Backgrounds
We welcome candidates from a variety of industries, including:
- Customer service
- Sales
- Banking or finance
- Real estate
- Hospitality
- Management or leadership
- Entrepreneurship
Qualifications
- Strong communication and interpersonal skills
- Self-motivated with a positive attitude
- Coachable and growth-oriented mindset
- Ability to work independently and manage time effectively
- Must be willing to obtain a state financial services license (if not currently licensed)
Who Thrives Here
- Individuals seeking career growth and higher income potential
- Professionals looking for flexibility and remote opportunities
- People passionate about helping others improve their financial future
- Entrepreneurial individuals who value personal and professional development
Apply Today
If you're looking for a career with flexibility, mentorship, professional growth, and long-term income potential, we encourage you to apply and learn more about joining the Atlas Financial Solutions team.
- ...0 ECP-affiliated practice locations provide care in 18 states and 80 markets, providing services that span the eye care continuum. For more information, visit Job Title: Financial Counselor Job Summary The Financial Counselor plays a vital role in assisting patients with...SuggestedFull timeWork at officeImmediate startRemote workHome officeFlexible hoursAfternoon shiftEarly shift
- A financial services firm in Cincinnati is looking for a Financial Services Advisor to work with clients on their financial goals. This role offers the flexibility of hybrid or remote work and is suitable for individuals from entry-level to experienced backgrounds. Duties...SuggestedRemote job
- Eric Mayer - State Farm Agent in Cincinnati, OH is looking for a Financial Services representative responsible for enhancing customer relationships and providing insurance solutions. In this role, you will prospect new business accounts and assist customers through their...SuggestedFlexible hours
- Job Title: Financial Services Advisor (Entry-Level to Experienced) Location: Cincinnati, Ohio (Hybrid / Remote Options Available) About Us Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners...SuggestedFull timePart timeRemote workFlexible hours
- Global Elite Empire Consultants is seeking dedicated individuals for a work-from-home position in financial services focused on protecting families. This role offers the opportunity to make a positive impact, enjoy flexible working conditions, and grow within the company...SuggestedRemote jobWork from homeFlexible hours
- AMEND Consulting, LLC in Cincinnati, Ohio, is seeking an FP&A Consultant to analyze financial performance and develop innovative solutions. The ideal candidate will possess a Bachelor’s degree in Finance or Accounting, with strong skills in financial modeling and strategic...Flexible hours
- A leading financial services company in Cincinnati is seeking an Entry-Level Financial Advisor who will help clients achieve financial security. Responsibilities include building client relationships, providing tailored financial advice, and participating in a comprehensive...
- The Commas Financial Advisor is a CFP® professional who owns and leads a defined group of client relationships. This is a hands‑on, client‑facing... ...follow‑through across planning, investments, and ongoing service. Commas helps high‑earning professionals and young families...Work at office
- ...applicants Direct message the job poster from Modern Woodmen of America Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of...Full timeLocal area
- A financial services firm located in Cincinnati is seeking a highly motivated Financial Advisor to provide comprehensive financial planning and investment management services. The ideal candidate will have 3-5 years of experience, active licenses, and a strong understanding...
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who... ...History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What...Work at officeFlexible hours
- We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice. You will have access to industry-leading tools, a strong...
$19.23 - $28.37 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... .... FWA's split their time between client servicing and transaction support (70% of time), and... ...guidance and solutions to assist in client’s financial wellness, both in person and through proactive...Hourly payWork experience placementWork at officeDay shift- A leading financial planning firm is looking for an Advisor in Cincinnati, Ohio. In this role, you will support financial professionals and assist in developing client relationships. The firm provides a supportive environment, avoiding the commission-only model. Candidates...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs...Full timeContract workFor contractorsWork at office- **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference... ...network within established markets Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these...Work experience placementLocal areaRemote workFlexible hours
- ...Miami. Like all members of the BeOnAir Network staff, the Financial Aid Advisor is expected to project the organization's core values and core... ...needs require. Physical Demands In order to fully service the staff and student needs this position requires the employee...Work experience placementNight shiftWeekend work
- Job Description This role provides comprehensive financial advice and customized solutions to clients to help them achieve their financial... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...Temporary workMonday to FridayShift workDay shift
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day... ...You'll Work With**Corebridge Financial Services has been helping Americans plan for and... ...years of experience working as a Financial Advisor.* A proven and successful sales track record...Local areaImmediate startRemote workRelocation
- ...certifications. We've been helping clients achieve financial security for over 160 years. We are... ...Funding - Investment & Advisory Services - Trust Services - Retirement Solutions... ...dreams and help map a path to meet them. • Advisors help clients to achieve and maintain financial...Full timeContract workWork experience placementInternshipWork at officeMonday to Friday
- ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location CINCINNATI Role... ...Welcome Candidates With Diverse Backgrounds, Including Financial Services Newcomers, Military Veterans, College Graduates, And...Full time
- A major financial institution in Cincinnati seeks a financial advisor to provide comprehensive financial advice and customized solutions to clients. Responsibilities... ...skills, and experience in the financial services sector. The role operates during standard business...Monday to Friday
- ...Name Location: Cincinnati-WEST OH Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by... ...existing clients for the purpose of sales, conservation, and service. Adequately prepares for and conducts all appointments using Western...Work at officeLocal area
- Financial Advisor Job Summary: We are seeking a highly motivated and experienced Financial Advisor to join our growing team in Cincinnati... ...comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while...
$48k - $100k
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Work at officeShift workDay shift- Overview As a Financial Representative, you will work with current and prospective clients in your community to understand their financial... ...candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced...
- A leading financial advisory firm in Cincinnati is seeking an experienced Financial Advisor to lead client relationships and provide fiduciary guidance. You will manage meetings, deliver personalized financial advice, and contribute to team initiatives. The ideal candidate...
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...Senior Financial Associate As a Senior Financial Associate, you will be a key member of a large producing team and will be actively... ...clients; this may include introducing additional products and services. Monitor and evaluate clients' investment needs and progress...Full timeWork at officeFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications... ...and access to the best products and services for our clients. Our Financial...Full timeFor contractorsInternshipLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Advisor [Remote]. Be the first to apply!
- jde finance consultant Cincinnati, OH
- financial advisor Cincinnati, OH
- financial planner cfp Cincinnati, OH
- financial planner Cincinnati, OH
- senior financial advisor Cincinnati, OH
- financial planning assistant Cincinnati, OH
- financial advisor associate Cincinnati, OH
- financial counselor Cincinnati, OH
- financial planning associate Cincinnati, OH
- finance associate Cincinnati, OH



