Financial Planner

Location

Remote (United States, Puerto Rico, and Canada)

100% Commission-Based (NOT a W2 position/NO base salary)

$50,000+ based on performance.

Join our dynamic team dedicated to empowering individuals and families to achieve their financial goals. We are a forward‑thinking organization committed to providing innovative financial education and solutions to low and middle‑income families. Our collaborative work environment fosters growth, support, and a shared mission to make a positive impact in the lives of our clients.

We are seeking passionate and motivated Financial Strategy Planners to join our remote team. In this fully commission‑based role, you will have the opportunity to work from the comfort of your home or any location with internet access. As a Financial Strategy Planner, you will guide clients through their financial journeys, offering tailored solutions that meet their unique needs for reliable retirement plans, head start plans for children, long‑term care, wills, trusts, estate planning, and more.

This is NOT a 9‑5 job. It is a business opportunity for those who want to have full control of their income, whether full‑time or part‑time.

• Educate clients on financial products and services, helping them make informed decisions.
• Provide personalized financial solutions to individuals and families.
• Build and maintain lasting relationships with clients based on trust and expertise.
• Collaborate with team members to share best practices and strategies for success.
• Stay updated on industry trends and financial regulations to provide accurate advice.

• Competitive commission structure with the potential to earn $50,000+ (based on performance).
• Flexible work schedule with the ability to work from anywhere.
• A supportive and collaborative team environment.
• Opportunities for professional development and growth.

If you are ready to make a difference in people’s lives through financial education and support, we want to hear from you! Please submit your resume and a brief cover letter outlining your interest in the position and relevant experience to .

Join us in our mission to empower individuals and families with sound financial advice and strategic planning. Together, we can create a brighter financial future for our clients!