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Entry Level Financial Professional

Remote, USA Full-time Posted 2025-11-24
Benefits Referral program Professional development assistance Retirement plan Opportunities for advancement Flexible schedule (100% Remote) JOB DESCRIPTION Company: Plan IT Virtual LLC a licensed financial services agency and marketing organization partnered with Fortune 500 financial firms. Compensation: $48,000–$153,000 per year (Commission-Based) Employment Type: Part-Time (Independent Contractor Affiliation) Expected Hours: 15-30 per week General Training Days : Tues 8-9pm ET and Sat 11:30am-2:40pm ET IMPORTANT: This opportunity is open to US Citizens and green card holders only, No Exceptions (No visa sponsorship) This opportunity requires a background check, possible finger printing (for state license application) Financial services is a highly regulated industry Candidates need to be in US time zones (ET/CT/MST/PST) in order to attend weekly general training (Tues 8-pm ET / Sat 11:30-2:40pm ET) About Us We help individuals and families achieve their financial goals through trusted financial products and personalized strategies. We are an established agency operating in partnership with respected Fortune 500 financial companies and their Fortune 100 partners across North America. Position Overview We are hiring part-time Financial Consultants to join our team. This is a client-focused role where you’ll deliver financial education, recommend solutions, and build lasting relationships under the guidance and support of our agency leadership. All training, licensing preparation, and marketing systems are provided at no cost to you. What You’ll Gain A flexible, remote schedule you control Commission-based earnings with no income ceiling Professional development and licensing support (state-required licenses completed within 30 days of onboarding) Opportunities to advance into management roles and build your client portfolio within our agency Access to leading financial tools and planning platforms A supportive team committed to your success Key Responsibilities Complete state licensing requirements (company-supported) to serve clients as a licensed financial professional Conduct client consultations to assess financial needs and goals Deliver education on retirement planning, college savings, income protection, and wealth strategies Provide recommendations and implement financial solutions Participate in ongoing training and mentorship Help expand our agency through community outreach and referrals Who We’re Looking For Minimum 18 years old and legally authorized to work in the U.S. High level of integrity, accountability, and professionalism Strong communication and organizational skills Motivated self-starter with a desire to grow No prior financial services experience required—training provided Comfortable working remotely Preferred Attributes Incredibly driven individuals Goal-oriented and results-driven Open to coaching and continuous learning Credible among community Compensation This role is commission-based, with earnings determined by individual performance. Many part-time team members earn $48,000–$153,000 annually, depending on hours committed and client volume. Benefits Flexible schedule Professional development assistance Retirement plan options Referral program BOOK www.calendly.com/rogernurse Apply tot his job Apply To this Job

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