Remote Financial Planner – Full Training & Mentorship (U.S. Applicants Only)

WizeHire, Inc; Schweiz; Remote; CHF 30’000 - 80’000; Vollzeit

Jobbeschreibung

Overview

Remote Financial Planner – Full Training & Mentorship (U.S. Applicants Only)

Posted 2 days ago

Aspire Capital, a trusted brokerage in the financial services industry, is seeking motivated individuals to join our remote team as Financial Planners. This role is designed for those who want to build a meaningful career helping families secure their financial futures — with comprehensive training and mentorship provided from day one.

Why Join Aspire Capital?

No prior financial experience is required. We offer hands-on training, one-on-one mentorship, and ongoing support to help you succeed and grow in the profession. Our team culture focuses on learning, collaboration, and long-term career development.

What You’ll Do:

• Learn and apply core financial planning concepts through structured training and mentorship
• Work with families to identify financial goals and create tailored strategies for savings, protection, retirement, and budgeting
• Maintain professional, long-term client relationships built on trust and care
• Participate in continuous learning and skill development
• Gain the opportunity to move into leadership and agency ownership over time

What We Offer:

• 100% Remote role with flexible scheduling (part-time or full-time)
• Personalized mentorship and industry-leading training
• Certification and licensing support
• Career pathway with growth into leadership and equity opportunities
• Tools, systems, and ongoing support to help you succeed
• Performance-based incentives and bonuses

Income & Growth Model:

• Performance-based compensation with multiple income streams
• Residual income from client contract anniversaries
• Passive income opportunities through agency development
• Equity and ownership options as you grow

Qualifications:

• No prior industry experience required — training and mentorship provided
• Strong communication and interpersonal skills
• Motivated, coachable, and eager to learn
• Passion for helping families improve their financial well-being
• Must reside in the United States and be a lawful U.S. citizen

If you’re ready to start a rewarding career with expert mentorship, comprehensive training, and the ability to work from home while making a real difference, apply today to join Aspire Capital.

Responsibilities

• Receive mentorship and training on becoming a successful insurance producer. Learn about advanced sales strategies, market research, and the ins and outs of running a brokerage.
• Understand clients' needs through consultations and recommend policies that suit their unique circumstances.
• Conduct thorough assessments of clients' financial and insurance requirements, and recommend appropriate products that protect their assets and future.
• Ensure consistent communication with clients to address any updates, policy changes, or additional needs, while maintaining high customer satisfaction.
• Develop strong, long-term relationships with clients by understanding their insurance and financial needs and providing personalized solutions.

Requirements:

• Legal U.S. resident, citizen, and holds a valid SSN.
• A soft background check is required.

An ambitious spirit is essential.

Preferred Qualities:

We are looking for individuals who possess the following qualities and mindset:

• Integrity and Honesty: You lead your life with strong ethical principles.
• Mission-Driven: You genuinely believe in and support our mission and values.
• Personal Growth: You are constantly striving for self-improvement and development.
• Leadership Potential: You either have experience as a leader or are eager to develop leadership skills.
• Self-motivated and Goal-Oriented: You are a proactive self-starter with a focus on achieving goals.

These qualities will help you thrive in our organization and contribute to the growth of both your career and our mission.

Compensation

$125,000 yearly

About Aspire Capital

Our firm aims to empower individuals from diverse backgrounds. Our company's mission is to provide financial services with the necessary tools to help families secure better futures.

Moreover, we understand that knowledge is power, thus making our approach to consultations education-based. Compared to the traditional industry, our doors are open for all people throughout the financial spectrum, which truly solidifies our mission as a firm: "No family left behind."