Financial Planning Consultant (Remote/Hybrid | Entry-Level Welcome)

ZipRecruiter; Delray Beach (FL); Remote; USD 40,000 - 100,000; Full time

Job summary

A nationwide financial services firm is seeking Financial Planning Consultants who are ready to help others while building their own careers. Offering remote work and flexible hours, this role provides comprehensive training and the potential for performance-based income with no ceiling on earnings. Ideal for self-starters with a passion for personal finance and the desire for a meaningful career.

Benefits

Flexible hours

No fees for clients

Mentorship & support

Licensing assistance

Performance bonuses

Qualifications

• 18+ years old and legal U.S. resident or with SSN.
• Willing to obtain a state license within 30–60 days.
• Strong integrity and accountability.

Responsibilities

• Guide clients through financial goals and strategies.
• Listen and educate clients about financial security.

Skills

Time-management

Integrity

Communication

Job description

Job DescriptionJob Description

Are you looking for a meaningful career helping others while building something of your own? We’re seeking ambitious, entrepreneurial-minded individuals to join our team as Financial Planning Consultants. Great entry-level position providing supplemental income!

Who We Are:
We are a nationwide, mission-driven financial services firm serving individuals and families
across the U.S. Our branch office is based in Seattle, WA, but thanks to our virtual model,
you can work from anywhere! Our mission is “No Family Left Behind” — we provide -free financial education and
planning to people of all backgrounds. We specialize in insurance-based financial
strategies including retirement planning, college savings, 401(k)/IRA rollovers, life insurance, estate planning, and more. As a non-captive broker, we work with over 20 top-rated companies like Prudential, Nationwide, Fidelity & Guaranty, Lincoln, and Mutual of Omaha, allowing us to tailor plans based on each client’s needs.

The Role:
As a Financial Planning Consultant, you’ll guide clients through short, mid, and long-term
financial goals. Your job is to listen, educate, and provide strategies that help clients feel
secure and empowered about their financial futures.
Remote/Hybrid – Work from anywhere with Wi-Fi
Flexible Hours – Set your own schedule (ideal for part-time starters or career changers)

No Experience Required – Full training, mentorship, and licensing support provided
Commission-Only Compensation – Performance-based income with no income ceiling
One client may earn you $2,500, another could bring in $20,000+; the potential is unlimited.

What Makes Us Different:

• No Fees for Clients – We’re compensated by the providers we represent
• Cutting-Edge Fintech & Tools – Empowering you to work efficiently from anywhere
• Mentorship & Support – One-on-one coaching, team collaboration, and weekly Zoom trainings
• Licensing Assistance – Reimbursement program available; upfront state licensing costis typically $200–$300
• Diverse Team – Our consultants come from all walks of life: education, healthcare, sales, hospitality, even stay-at-home parents

Who We’re Looking For:
We’re building a team of driven, ethical, and coachable professionals. You might be a great
fit if you are:
Passionate about helping others
Interested in personal finance or business
A self-starter with strong time-management skills
Looking for flexibility and freedom
Excited to build an income-producing asset and not just a paycheck
Comfortable starting part-time and growing into full-time

Compensation & Growth Opportunities:
Commission-Based Income (No minimums/quotas OR cap on income)
Residual & Passive Income
Performance Bonuses
Incentive Trips
Basic Qualifications:
18+ years old
Legal U.S. or with SSN
Able to pass a background check
Willing to obtain a state license (within 30–60 days)
Strong integrity, accountability, and communication skills

Ready to Learn More?
Whether you're exploring new opportunities, making a career change, or looking to earn
supplemental income with purpose — we’d love to connect and see if this is a potential fit.
Apply now and join a movement that’s changing the way families plan for the future —
while changing your own.