Personal Financial Planning Consultant

ZipRecruiter; Tulsa (OK); Remote; USD 50,000 - 120,000; Part time

Job summary

A leading financial services firm is seeking motivated individuals for a remote financial consulting role. You will guide clients in implementing financial strategies and have the chance to build your own team. This is a performance-driven position with unlimited income potential, excellent support, and training provided. Ideal candidates have strong communication skills and an entrepreneurial mindset.

Benefits

Non-Captive Platform

Industry-Leading Comp Plan

Training & Mentorship

100% Remote

Growth Potential

Qualifications

• Must have or be willing to obtain a state Life Insurance License.
• Strong communication and interpersonal skills are essential.
• Comfortable working in a performance-based environment.

Responsibilities

• Help clients understand financial strategies.
• Build relationships and follow up with clients.
• Attend virtual team meetings and training sessions.

Skills

Strong communication

Interpersonal skills

Entrepreneurial mindset

Self-driven attitude

Job description

Job DescriptionJob Description

About Us

At Vista Wealth Planning, we’re on a mission to disrupt the financial services industry by combining fintech innovation with a modern, agent-first business model. We are a non-captive firm partnered with top A-rated insurance and financial institutions, giving our consultants full flexibility and ownership over their business.

This is a unique opportunity to join a forward-thinking, performance-based organization where you’ll receive the tools, mentorship, and support needed to build your own financial consulting practice — all from the comfort of your home.

What We Offer

• Non-Captive Platform – You're in control of your business and partnerships

• Industry-Leading Comp Plan – One of the highest and most competitive in the field

• Training & Mentorship – We train you to succeed even with no prior experience

• 100% Remote – Work from anywhere with a Wi-Fi connection

• Partnerships with A-Rated Carriers – Offer top-tier products and solutions

• Growth Potential – Build your own team and scale your own brokerage

• Fintech-Driven Infrastructure – Tools and systems to help you onboard, train, and operate efficiently

Responsibilities

• Help clients understand and implement financial strategies in areas like insurance, annuities, and retirement planning

• Build relationships and follow up with clients to ensure long-term success

• Attend virtual team meetings and training sessions

• Collaborate with mentors and leadership for professional development

• Option to recruit and build your own team (entrepreneurship track)

Qualifications

• Must have (or be willing to obtain) a state Life Insurance License

• Strong communication and interpersonal skills

• Entrepreneurial mindset and self-driven attitude

• Comfortable working in a performance-based environment

• No prior experience required — training provided

Compensation

This is a commission-only, performance-driven opportunity. Our compensation plan is one of the most competitive in the industry, with bonuses and overrides available for team builders.

Ready to Build Your Future?

If you're looking for a chance to break into the financial industry with unlimited income potential, world-class support, and true business ownership — let’s talk.

Apply now and a member of our team will reach out to schedule an intro call.