Associate Financial Representative

Azimuth Consulting; San Diego (CA); Remote; USD 50,000 - 90,000; Part time

Job summary

A financial consulting firm is seeking motivated individuals for the Associate Financial Representative position. This fully remote role offers flexible part-time or full-time hours, commission-based income, and comprehensive training. Ideal candidates should be U.S. residents with strong communication skills and a passion for helping others. Earnings potential ranges from $50,000 for part-time to over $250,000 for full-time representatives, depending on individual effort.

Benefits

Licensing support

Financial education training

Flexible work hours

Performance-based compensation

Qualifications

• Must be a permanent U.S. resident.
• Must complete required licensing within 30 days.
• Pass a soft background check.

Responsibilities

• Conduct virtual consultations with clients.
• Educate clients on financial strategies.
• Assist in developing financial plans.
• Participate in professional development.

Skills

Communication skills

Goal-oriented mindset

Learning about financial literacy

Job description

Azimuth Consulting is seeking driven and teachable individuals to join our team as Associate Financial Representatives. This fully remote opportunity is ideal for career changers or professionals seeking flexible part-time or full-time work. This role is best suited for motivated self-starters who are comfortable with commission-based income and the autonomy of a 1099 contractor arrangement.

No prior financial experience is required — we offer comprehensive virtual training and support to help you earn necessary state licenses and build a rewarding career in financial consulting. You’ll work directly with clients to help them understand and pursue financial goals including retirement, insurance, investments, and college planning.

What You’ll Do:

• Conduct virtual consultations with individuals, families, and business owners

• Educate clients on personalized strategies and financial tools

• Assist in developing short- and long-term financial plans

• Participate in professional development and leadership pathways

What We Provide:

• Remote-first environment with flexible hours

• Licensing support and financial education training

• Performance-based compensation structure (commission with bonus potential)

• Advancement opportunities through mentorship and leadership roles

Associate Financial Representative Qualifications:

• Must be a permanent U.S. resident and must reside in the United States

• Must be able to pass a soft background check

• Must complete required licensing within 30 days (support provided)

• Strong communication skills and goal-oriented mindset

• Passion for helping others and learning about financial literacy

Compensation:

Performance-based, 1099 contract role.

• Part-time contractors may earn in the range of $50,000 – $90,000 annually

• Full-time Associate Financial Representative's have the potential to earn $250,000+ annually

• Earnings are not guaranteed and vary based on individual effort, licensing, client volume, and — most importantly — coachability through our firm’s mentorship program

• Results will differ from person to person, and actual income depends on personal commitment and business development

This is a commission-only opportunity. No base salary is provided.