Remote Financial Service Professional

Wolfpack Financial Group; United States; Remote; USD 50,000 - 100,000; Full time

Job summary

Wolfpack Financial Group is seeking a motivated Financial Planner to join their remote team. This role involves providing personalized financial advice, building client relationships, and leveraging cutting-edge planning software. Ideal candidates are driven, possess strong interpersonal skills, and are passionate about making a positive impact in communities.

Benefits

Mentorship and continuous training

Access to health and travel benefits

Flexible work schedule

Potential to establish your own independent brokerage

Qualifications

• Must be a U.S. resident and pass a background screening.
• Experience with financial planning software is a plus.
• Driven individuals who want to grow a business.

Responsibilities

• Provide tailored, goal-driven financial advice to clients.
• Use financial planning software to deliver customized strategies.
• Build meaningful relationships with diverse clientele.

Skills

Interpersonal skills

Communication skills

Positive mindset

Passion for service

Education

Series 7 License

Series 65 or 66 License

Life Insurance License

Tools

Financial planning software

Job description

Marketing Director at Wolfpack Financial

PLEASE DO NOT APPLY IF YOU ARE NOT A UNITED STATES OR CANADIAN CITIZEN.

Calling All Purpose-Driven Leaders: Become a Financial Planner with Wolfpack Financial Group (Remote)

Are you passionate about helping people?

Are you looking to be part of a team-based culture?

Are you competitive with an outstanding work ethic?

Are you looking to make a positive impact in underserved communities?

Are you looking to make a positive impact in all communities?

Are you a team player?

Do you have a team-over-me mentality?

Do you enjoy being praised and encouraged?

Do you enjoy praising and encouraging others?

Do you have a vision to make a positive impact in people's lives?

At Wolfpack Financial Group, we’re more than just a financial firm—we're a movement dedicated to empowering individuals, families, and communities through financial literacy and purpose-driven planning. If you're someone who thrives in a team-oriented culture, believes in servant leadership, and wants to make a lasting impact, this could be your calling.

We proudly partner with over 200 Fortune 500 companies, offering fiduciary-level advisory services that guide our clients toward real financial transformation. We are actively seeking self-starters with a positive attitude, a growth mindset, and a passion for helping others to join us as Remote Financial Planners.

“A leader is one who knows the way, goes the way, and shows the way.” — John C. Maxwell

What You’ll Do:

• Provide tailored, goal-driven financial advice to clients that helps them realize their biggest dreams.
• Use our cutting-edge financial planning software to deliver customized strategies to each client.
• Build meaningful relationships with a diverse clientele, from families and small business owners to large corporations.
• Stay up to date on market trends to deliver relevant, insightful advice.
• Create opportunities for growth through networking, referrals, and leadership.

What We’re Looking For:

• Positive mindset with a belief in abundance and potential—we think BIG and expect you to do the same.
• Must be a U.S. resident and pass a background screening.
• Preferred licenses: Series 7, 65 or 66, and Life Insurance License.
• Strong interpersonal and communication skills.
• A passion for service, people, and purpose.
• Experience with financial planning software is a plus, but not required.
• Driven individuals who want to grow a business, not just do a job.

“The difference between average people and achieving people is their perception of and response to failure.” — John C. Maxwell

Perks & Benefits:

• Fully independent contractor (1099) position with the freedom to build your own business.
• Mentorship and continuous training to grow your leadership and financial planning skills.
• Access to health and travel benefits, including Wyndham hotel discounts.
• Flexible work schedule—part-time and full-time opportunities available.
• Twin career path options (bring your spouse or partner on board!).
• Build passive and residual income.
• Potential to establish your own independent brokerage.
• Be part of a team that acts more like family—we call ourselves The Wolfpack for a reason.

“Think big. Believe big. Act big. And the results will be big.” — David J. Schwartz, The Magic of Thinking Big