Financial Services Consultant

Job Title

Remote Financial Services Consultant (1099 Independent Contractor)

United States (Remote)

Contract (1099) | Full-Time or Part-Time

Fin Era Financial is a fast‑growing, independent financial services firm delivering personalized, tax‑efficient wealth and retirement solutions to individuals, families, and business owners nationwide.

In partnership with A‑rated carriers and leading financial institutions—including Fidelity, Guaranty, Corebridge, Ethos, Athene, and Mutual of Omaha—we provide comprehensive strategies designed to help clients protect income, build wealth, and create long‑term financial security.

Since 2004, our leadership team has expanded our national footprint by combining elite training programs, innovative FINTECH and AI‑powered tools, and a highly competitive compensation structure. Our mission is simple: equip families and business owners from all backgrounds with the clarity, education, and confidence to build a secure financial future.

We are seeking motivated, entrepreneurial professionals to join our team as Remote Financial Services Consultants (1099 Independent Contractors). This role offers the opportunity to build your own client base, educate clients on financial protection and wealth strategies, and grow your income without caps—while working 100% remotely. No prior financial services experience is required. Comprehensive training, mentorship, and licensing support are provided.

• Work with individuals, families, and business owners to create personalized financial strategies
• Educate clients on retirement planning, insurance, wealth protection, and estate strategies
• Assist with 401(k) and IRA rollovers, indexed strategies, life insurance, annuities, and long‑term care solutions
• Leverage AI‑driven analytics and FINTECH platforms to streamline planning and client management
• Build and manage your own book of business with full independence and flexibility
• Develop and execute a personal growth plan with access to ongoing mentorship and leadership development

• 100% Remote Work Environment (Zoom‑based virtual office)
• Flexible Schedule (Part‑Time: 10–20 hours/week to start | Full‑Time options available)
• Performance‑Based Compensation (1099 commission structure, uncapped earning potential)
• Competitive Compensation Model
• State‑of‑the‑Art FINTECH & AI Resources
• Full Back‑Office and Marketing Support
• One‑on‑One Mentorship with a Designated Field Trainer
• Ongoing Professional Development & Leadership Opportunities
• No Cold Calling, Door‑Knocking, or Lead Purchasing Required

• Self‑motivated, entrepreneurial professionals
• Individuals passionate about helping others achieve financial security
• Strong communicators with relationship‑building skills
• Professionals seeking flexible income and career growth
• Candidates from backgrounds such as:
• Financial Services or Insurance
• Sales & Marketing
• Customer Service
• Real Estate & Mortgage Lending
• Coaching, Leadership, or Management
• Other client‑facing industries

• Strong analytical and communication skills
• Ability to work independently in a remote environment
• Experience in finance or financial services is a plus, but not required
• Bachelor’s degree in Finance, Accounting, or related field is a plus, but not required
• U.S. resident with U.S. work authorization required
• Must be willing to obtain appropriate state licensing (training provided)

This is a performance‑based, commission‑driven 1099 Independent Contractor role. Compensation is tied to production and client engagement. There are no income caps.

• Full‑Time: Build and scale your client base immediately
• Part‑Time: Grow your practice alongside your current commitments
• Referral Partner: Leverage your network to connect families and business owners with financial solutions

If you are driven, coachable, and ready to take control of your income and career path, we encourage you to apply.

Join a company where innovation, mentorship, and opportunity come together to help you build a meaningful and rewarding career in financial services.