Associate Financial Planner

Aone Consulting, LLC; Poland; Remote; PLN 67,000 - 123,000; Part time

Benefits offered by this job

Strong support and training

Clear path for career advancement

Job summary

A leading financial consulting firm is seeking a motivated Associate Financial Planner to join their remote team. This role is ideal for individuals who can work flexible hours, particularly during the evening. Responsibilities include engaging with clients to understand their financial needs, educating them on financial products, and building strong relationships. A Bachelor’s degree is required, and successful candidates will possess excellent communication skills and a self-motivated attitude. This position offers significant growth potential with a commission-based compensation model.

Qualifications

• Ability to manage your own time and work effectively at your own pace.
• Strong interpersonal skills to build trust and rapport with clients.
• Commitment to preparing for and passing the life producer license exam.
• Licensing: study for life producer license within 30 days.

Responsibilities

• Engage with clients to understand their financial needs and goals.
• Educate clients on various financial products and services.
• Build and maintain strong relationships with clients.
• Study for and obtain your life producer license in your state within 30 days.

Skills

Self-Motivated

Excellent Communication Skills

Discipline

Team Player

Comfortable using technology

Technology

Education

Bachelor’s degree (Preferred in Finance)

Professional certifications desirable

Job description

We are looking for a highly motivated and disciplined Associate Financial Planner to join our fast-growing, remote team. This is a part‑time / full‑time / flexible commission‑based role with significant growth potential, ideal for someone who can work during evening hours and at their own pace. You will be a key part of our supportive and experienced team, helping clients achieve their financial goals.

Responsibilities

• Financial Planning: Engage with clients to understand their financial needs and goals.
• Product Knowledge: Educate clients on various financial products and services, including life insurance.
• Client Management: Build and maintain strong, long‑lasting relationships with clients.
• Compliance and Licensing: Study for and obtain your life producer license in your state of residence within your first 30 days on the job. All necessary study materials will be provided.

Requirements

Self‑Motivated: Ability to manage your own time and work effectively at your own pace. Excellent Communication Skills: Strong interpersonal skills to build trust and rapport with clients. Discipline: Commitment to preparing for and passing the life producer license exam. Team Player: Eager to learn from and contribute to a highly experienced and supportive team. Availability: Ability to work remotely during evening hours. Technology: Comfortable using technology for remote work and communication.

Preferred

• Experience in customer service, sales, coaching, or financial services.
• Familiarity with insurance, retirement, or investment concepts.
• Entrepreneurial mindset with leadership potential.

Education and Experience

Bachelor’s degree is a must! (Preferred in Finance), or any field.

Professional certifications are highly desirable.

Must be 18 years or older

# GC or Sole U.S. Citizenship Required

This is a commission‑based role with a high‑growth potential.

Your income will be directly tied to your performance and success.

We provide strong support, training, and a collaborative environment to help you succeed.

Clear path for career advancement in financial planning.