Remote Financial Planner & Wealth Strategy Advisor

TransGlobal Holdings Co.; Allen (TX); On-site; USD 70,000 - 130,000; Full time

Benefits offered by this job

Commission-based earnings

Remote work environment

Mentorship and training

Licensing support

Uncapped earning potential

Job summary

TransGlobal Holdings Co. seeks ambitious financial professionals for a fully remote, commission-based contractor role.

You will help individuals, families, and business owners pursue goals through planning and personalized solutions across insurance, retirement, wealth-building, real estate, and lending services. Responsibilities include needs analyses, creating personalized strategies, and guiding clients through insurance, retirement and legacy planning while building lasting relationships.

Qualifications

• Active Life & Health License preferred but not required.
• Securities licenses (Series 6, 63, 65, 7, or equivalent) are a plus but not required.
• Strong interpersonal and communication skills
• Self-motivated with an entrepreneurial mindset
• Ability to work independently and manage multiple client relationships
• Legally authorized to work in the United States

Responsibilities

• Conduct financial needs analyses and identify opportunities to help clients achieve their financial goals
• Develop personalized financial strategies based on clients' objectives, risk tolerance, and life stage
• Educate clients on insurance, retirement, wealth accumulation, asset protection, and legacy planning concepts
• Present financial solutions designed to address clients' short-term and long-term financial needs
• Build and maintain long-term client relationships through regular reviews and ongoing support
• Assist clients throughout the application, underwriting, and implementation process
• Maintain accurate client records and documentation in company systems
• Stay informed on financial industry trends, market developments, and product offerings
• Collaborate with specialists in insurance, mortgage, real estate, tax, and retirement planning when appropriate

Skills

Interpersonal skills

Self-motivation

Entrepreneurial mindset

Independent work

Presentation skills

Job description

TransGlobal Holdings Co. seeks ambitious financial professionals for a fully remote, commission-based contractor role.

You will help individuals, families, and business owners pursue goals through planning and personalized solutions across insurance, retirement, wealth-building, real estate, and lending services. Responsibilities include needs analyses, creating personalized strategies, and guiding clients through insurance, retirement and legacy planning while building lasting relationships.