Remote Financial Planning & Client Acquisition Pro

Zohorecruit; Boston (MA); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

Flexible Schedule

Job summary

Zohorecruit is hiring for an entry-level, fully remote financial advisor role designed to help clients secure their financial future. You’ll learn to build strategic plans, reach new prospects, and guide clients through virtual meetings with ongoing mentorship.

With uncapped earnings, comprehensive training, and 100% remote work, you’ll have the freedom to manage your own schedule while receiving support from a dedicated team and access to health and life coverage options.

Qualifications

• Genuine desire to help individuals and families improve financially.
• Ability to listen closely and explain concepts clearly.
• Motivated by uncapped earnings and goal achievement.
• Strong time management while working remotely.
• Backgrounds in sales or service welcome, but full training provided.
• Uncapped income tied directly to performance.
• Work 100% remotely on your own schedule.
• Onboarding, 1-on-1 mentorship, and skill development.
• Access to health exchange plans and life insurance options.
• Performance bonuses, quarterly rewards, travel incentives.

Responsibilities

• Grow Your Pipeline: Connect with prospective clients via direct outreach and networking.
• Host Virtual Meetings: Assess client financial situations and long-term goals online.
• Build Custom Strategies: Present personalized financial plans tailored to client needs.
• Maintain Relationships: Provide ongoing support to build long-term trust.
• Keep Learning: Stay current on industry trends and compliance through workshops.
• Work with Integrity: Maintain high ethical and professional standards.

Skills

Client Focus

Communication

Self-Drive

Organization

No Experience Required

100% Commission-Based

Total Flexibility

Comprehensive Training

Job description

Zohorecruit is hiring for an entry-level, fully remote financial advisor role designed to help clients secure their financial future. You’ll learn to build strategic plans, reach new prospects, and guide clients through virtual meetings with ongoing mentorship.

With uncapped earnings, comprehensive training, and 100% remote work, you’ll have the freedom to manage your own schedule while receiving support from a dedicated team and access to health and life coverage options.