Job Description
About the opportunity
Are you looking for a meaningful career helping others while building something of your own? We’re seeking ambitious, entrepreneurial-minded individuals to join our team as Financial Planning Consultants
Who We Are:
We are a nationwide, mission-driven financial services firm serving individuals and families across the U.S. Our branch office is based in Seattle, WA, but thanks to our virtual model, you can work from anywhere. Our mission is “No Family Left Behind” — we provide fee-free financial education and planning to people of all backgrounds. We specialize in insurance-based financial strategies including retirement planning, college savings, 401(k)/IRA rollovers, life insurance, estate planning, and more. As a non-captive broker, we work with over 20 top-rated companies like Prudential, Nationwide, Fidelity & Guaranty, Lincoln, and Mutual of Omaha, allowing us to tailor plans based on each client’s needs.
The Role:
As a Financial Planning Consultant, you’ll guide clients through short, mid, and long-term financial goals. Your job is to listen, educate, and provide strategies that help clients feel secure and empowered about their financial futures.
✅ Remote/Hybrid – Work from anywhere with Wi-Fi
✅ Flexible Hours – Set your own schedule (ideal for part-time starters or career changers)
✅ No Experience Required – Full training, mentorship, and licensing support provided
✅ Commission-Only Compensation – Performance-based income with no income ceiling ***One client may earn you $2,500, another could bring in $20,000+; the potential is unlimited.
What Makes Us Different:
Who We’re Looking For:
We’re building a team of driven, ethical, and coachable professionals. You might be a great fit if you are:
Compensation & Growth Opportunities:
Basic Qualifications:
Ready to Learn More?
Whether you're exploring new opportunities, making a career change, or looking to earn supplemental income with purpose — we’d love to connect and see if this is a potential fit. Apply now and join a movement that’s changing the way families plan for the future — while changing your own.
Company DescriptionWe are a nationwide, mission-driven financial services firm serving individuals and families across the U.S. Our branch office is based in Seattle, WA, but thanks to our virtual model, you can work from anywhere. Our mission is “No Family Left Behind” — we provide fee-free financial education and planning to people of all backgrounds. We specialize in insurance-based financial strategies including retirement planning, college savings, 401(k)/IRA rollovers, life insurance, estate planning, and more. As a non-captive broker, we work with over 20 top-rated companies like Prudential, Fidelity & Guaranty, Lincoln, and Mutual of Omaha, allowing us to tailor plans based on each client’s needs
We are a nationwide, mission-driven financial services firm serving individuals and families across the U.S. Our branch office is based in Seattle, WA, but thanks to our virtual model, you can work from anywhere. Our mission is “No Family Left Behind” — we provide fee-free financial education and planning to people of all backgrounds. We specialize in insurance-based financial strategies including retirement planning, college savings, 401(k)/IRA rollovers, life insurance, estate planning, and more. As a non-captive broker, we work with over 20 top-rated companies like Prudential, Fidelity & Guaranty, Lincoln, and Mutual of Omaha, allowing us to tailor plans based on each client’s needs
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