Job Title:
Personal Financial Strategist
Location
: Remote
Employment Type
: Part-Time or Full-Time (1099 Commission Based)
Experience Level
: No Prior Financial Experience Required Full Training Provided
About the Opportunity
Are you looking to take your people skills, work ethic, and leadership experience into a career with flexibility, purpose, and unlimited growth potential?
We are expanding our national team and seeking motivated individuals with backgrounds in Health Care who are ready to build a new professional path. Your Health Care experience has already equipped you with the discipline, communication skills, and reliability needed to succeed in this role.
This is not an internship or a short-term side job it’s a career building opportunity with structured training, mentorship, and a clear path for growth.
Key Responsibilities
• Educate individuals and families on strategies to build wealth, protect income, and secure their legacy.
• Guide clients through tailored financial solutions, including life insurance, retirement strategies, investments, and tax advantaged planning.
• Build and manage your own client base, with ongoing support from experienced mentors and leaders.
• Utilize a proven, duplicatable system to grow your business, income, and impact.
• Develop leadership skills and the opportunity to build and lead your own team.
Why This Career Appeals to Service, Trades, and Frontline Professionals
• Purpose Driven Work: Make a meaningful difference in people’s financial futures.
• Structure with Flexibility: Proven systems, but your schedule is your own.
• Growth and Advancement: Build your business and develop leadership skills.
• Commission 1099
• Comprehensive Training: No finance background required
• Collaborative Environment: Join a national network of professionals who share your drive.
Ideal Candidate Profile
• Excellent interpersonal and communication skills.
• Reliable, self motivated, and comfortable in performance based roles.
• Coachable, with a strong desire for personal and professional growth.
• U.S. Citizen
• Willing to obtain financial licenses within 30 days (training provided).
• Ability to pass a background check.
This Opportunity Is Not a Fit If You:
• Are a full-time student or require visa sponsorship.
• Are seeking short-term or hourly employment.
• Prefer a salaried, clock-in/clock-out position.
Compensation
• Type: Commission Based (1099)
• Earning Potential: Growth based income with commissions
Bottom Line
If you’ve built your career through hard work, teamwork, and real world experience, and you’re ready to transition into a role that offers freedom, financial growth, and purpose we want to connect with you.