Part-Time Financial Planner

This is a FULLY REMOTE position.

Are you ready to begin a fulfilling new chapter in the world of finance, all from the convenience of your home? We're looking for motivated, mission-focused individuals to join our team as Entry-Level Financial Professionals in the Dallas area and beyond. With robust remote training and development support, you’ll launch your career in one of today’s most in-demand industries.

Perks of Working With Us:

• Remote training and continuous mentorship
• Support for ongoing education and licensing
• Flexible hours to support a healthy work-life balance
• Corporate discounts for certifications and professional growth

Your Next Step Starts Here—Apply Now!

We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered.

$80,000 - $110,000 yearly

• Partner with clients to evaluate their financial goals and design customized strategies.
• Deliver a full spectrum of services, including investment planning, retirement solutions, insurance protection, and college savings programs.
• Educate clients on essential financial principles to empower confident, well-informed decision-making.
• Cultivate and sustain long-term relationships through regular follow-ups and personalized support.
• Engage in continuous training to sharpen expertise and remain up to date with industry trends.
• Pursue career growth opportunities with clear pathways to leadership and management roles.

• Must be legally eligible to work in the United States with a U.S. phone number.
• Strong communication and people skills.
• Self-driven with a willingness to learn and improve.
• No previous experience in finance is required—our training program will guide you.
• Comfortable working both independently and in a collaborative team environment.
• Passionate about helping others and solving problems.
• Open to part-time or full-time scheduling with flexibility.

Our goal is to take an educational approach and deliver our expertise to people from all walks of life. Our firm does not require a certain net worth or a minimum investment to get started. We will provide a free financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.

Compensation details: Yearly Salary

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