Remote Financial Services Professional

Top Track Capital; Emeryville (CA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Flexible schedule

Remote-first model

Uncapped earning potential

Mentorship and coaching

Ongoing training

Job summary

Finera Financial is seeking driven financial professionals for a fully remote, growth-focused career. You will meet clients virtually or in-person, assess goals, and deliver tailored wealth and insurance solutions through our proven systems and mentorship.

Join a nationwide firm offering flexible scheduling, remote-first operations, uncapped earning potential, and ongoing training to build long-term financial security for individuals, families, and business owners.

Qualifications

• Must be 18 years old (federally required).
• Must live in the US and be eligible to work here.
• Must pass a background check (no felonies).
• Willingness to obtain a Life & Health Insurance License with guidance and support.

Responsibilities

• Meet with clients (virtually or in-person), to assess financial goals and recommend customized solutions.
• Use our proven systems and support tools to deliver high-quality service and build trust.
• Learn and apply concepts in wealth protection, tax-advantaged growth strategies, retirement planning, estate planning, and life insurance.
• Collaborate with experienced mentors to grow your skillset and impact.
• Utilize weekly trainings with the company to increase knowledge, skillset, and experience in the financial industry.

Skills

Strong communication

Growth mindset

Autonomy & flexibility

Willingness to obtain license

Job description

Finera Financial is a rapidly growing, nationwide financial services firm partnered with some of the most respected providers in the industry. We're seeking driven, coachable professionals who are ready to take their career to the next level in a high-performance environment. This is a fully remote opportunity with flexible options for full-time, part-time, or referral-based work, ideal for professionals looking to build a meaningful career helping individuals, families, and business owners achieve long-term financial security.

What we're looking for:

• Motivated, disciplined individuals who are serious about building a professional career
• Strong communicators with a growth mindset, and high personal standards
• Professionals who value autonomy, flexibility, and purpose-driven work
• Willingness to complete the licensing process and engage in ongoing training

What you'll be doing:

• Meet with clients (virtually or in-person), to assess financial goals and recommend customized solutions
• Use our proven systems and support tools to deliver high-quality service and build trust
• Learn and apply concepts in wealth protection, tax-advantaged growth strategies, retirement planning, estate planning, and life insurance
• Collaborate with experienced mentors to grow your skillset and impact
• Utilize our weekly trainings with the company to increase your knowledge, skillset, and experience in the financial industry

What we Offer:

• Flexible Schedule
• Remote-first model - all meetings and trainings can be conducted via Zoom
• Performance-based compensation - with uncapped earning potential
• Direct mentorship and team support - personalized coaching and business development resources
• Access to industry-leading tools, training, and ongoing education
• No cold-calling or lead-buying - we teach a consultative approach based on warm markets and referrals

Qualifications:

• Must be at least 18 years old (federally required)
• Must live in the US and be eligible to work here
• Must be able to pass a background check (no felonies)
• Must be willing to obtain a Life & Health Insurance License (we provide guidance and support through the process if not licensed already)

This is a professional career opportunity. If you're driven, coachable, and ready to grow, you'll find strong mentorship, real support, and meaningful impact here. Join us as a Financial Professional where you can make a significant impact on clients' lives by guiding them through their financial journeys. Your expertise will be valued as we work together to create successful financial futures.