Financial Assistant

Overview

Financial Assistant (1099) —

Location:

Onsite & Remote (Dallas–Carrollton area preferred).

Schedule:

Flexible | Part-Time or Full-Time. Job Type: Independent Contractor (1099).

Location:

Onsite & Remote (Dallas–Carrollton area preferred).

About the Role:

We are expanding our financial services office and seeking a motivated Financial Assistant to support daily operations, client coordination, and administrative tasks. This role is ideal for someone who is organized, coachable, and interested in gaining exposure to the financial services industry. No prior financial experience is required —
training and mentorship are provided
.

• Assist with client onboarding and appointment scheduling
• Coordinate onsite and virtual meetings
• Manage calendars, confirmations, and follow-ups
• Support licensed agents with administrative and client-facing tasks
• Maintain accurate client records and documentation
• Communicate professionally via phone, text, and email
• Learn foundational concepts in insurance, retirement, and income planning

• Strong communication and organizational skills
• Professional, reliable, and detail-oriented
• Coachable and eager to learn
• Comfortable with Zoom, Google Workspace, and CRM tools
• Ability to work independently and in an office environment
• Must be 18+ and authorized to work in the U.S.

• 1099 Independent Contractor
• Performance-based compensation (paid training + bonuses)
• Advancement opportunities into licensed and leadership roles

• Flexible schedule (onsite & remote options)
• Supportive team culture with hands-on mentorship
• Clear growth path in financial services
• Skills that translate across finance, sales, and operations
• Purpose-driven work helping families and entrepreneurs plan for the future

Interested candidates can apply here or message us directly to schedule a brief introduction call.