EntryLevel Financial Professional

Monarch Legacy Partners; Arizona; Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Total flexibility

Mentorship & Training

Upside earning potential

100% Remote

Career advancement

Job summary

Monarch Legacy Partners is seeking Financial Professionals for a fully remote role with flexible Part-Time and Full-Time tracks. You will educate clients on retirement, savings and protection, and build lasting relationships through remote interactions.

No prior financial background is required; we provide training and direct mentorship from experienced leaders, with performance-based compensation and clear pathways into leadership roles across the organization.

Qualifications

• Strong communication and interpersonal skills.
• High self-motivation and discipline to succeed remotely.
• Reliable laptop, high-speed internet, and a professional workspace.
• U.S. resident with a valid SSN.

Responsibilities

• Educate clients on foundational financial concepts (retirement, savings, protection).
• Build and maintain strong client relationships based on trust.
• Participate in remote team training sessions and mentorship workshops.

Skills

Strong communication

Interpersonal skills

Self-motivation

Discipline for remote work

Professional workspace setup

Job description

About the Role - (Remote)

We are a growing financial services firm seeking motivated individuals to join our team as Financial Professionals. This fully remote role offers total schedule flexibility, making it an ideal option for those looking to transition careers or build a secondary professional path alongside current commitments (available in both Part‑Time and Full‑Time tracks).

What We Offer

• Total Flexibility: Design a schedule that works around your current job or personal life.
• Mentorship & Training: No financial background required. We provide complete training and direct mentorship from experienced leaders.
• Upside Earning Potential: Performance‑based compensation where your income matches your effort.
• 100% Remote: Work from anywhere in the U.S.
• Career Advancement: Clear, merit‑based pathways into leadership and management.

Responsibilities

• Educate clients on foundational financial concepts (retirement, savings, and protection).
• Build and maintain strong client relationships based on trust.
• Participate in remote team training sessions and mentorship workshops.

Qualifications

• Strong communication and interpersonal skills.
• High self‑motivation and discipline to succeed in a remote environment.
• Reliable laptop, high‑speed internet, and a professional workspace.
• U.S. resident with a valid SSN.
• We prioritize coachability and character over a specific resume background.

Compensation

• $65,000 - $75,000 yearly