Financial Advisor / Estate Planning Professional (WFH, Part-Time Start, Commission Range)

Always wanted to explore a career in finance but don't have a background in it? No problem.

Ever been part of a franchise model (fast food/retail/customer service workforce, management, etc.) and thought to yourself, "I could run this place better than these guys. I wish I had the footing/finances/training to be an owner and improve things for the clients I work with and the workforce"?

We're creating a space and building a team of people who want to learn, help others, and build something meaningful. If you're tired of being a cog in corporate America's wheel and you know there's more out there, you may have found what you're searching for. And if you’re curious, coachable, and ready to try something new, you’re who we're looking for.

What you'll do:

• Study for and pass the transferrable required industry exam with full support
• Get to know clients: their goals, fears, and what matters most to them
• Work independently alongside your mentor on planning and client conversations
• Begin operating independently once you’re licensed and ready to do so—all while growing your book of business

Products that you'll work with:

• Education surrounding HSAs, HYSAs, 401Ks, Roth/Traditional IRAs, Social Security, etc.
• Personal and family budgets
• Guided retirement solutions
• Tax-efficient financial planning strategies
• Personal pension plans
• Life insurance products
• Annuity products

Why us:

• You’ll gain the rare combination of freedom, support, and growth
• You'll own your career trajectory—earning commissions and building your portfolio—while never being alone on the journey
• You'll decide the direction of your career: independent production, a team leader, or a combination of both
• Time and time again, we've proven we have the best builder's compensation in the industry

If you're tired of the entry-level rat race, corporate policies, glass ceilings, and being under the thumb of poor leadership and a cutthroat, AI-dominated job market, this could be your big break.

Click the "Apply to Rep" button and connect with us today!