Financial Planning Associate (Entry-Level)

Financial Planning Associate (Entry-Level)

Our Mission

We help people actually understand their money.
No pressure. No gimmicks. No confusing jargon.

Our focus is real financial education, total transparency, and long-term impact. We empower families to make confident financial decisions and build lasting financial freedom.

About the Role

This is a fully remote, flexible opportunity built for students and early-career professionals who want to break into finance—no prior experience required.

You’ll be trained in personal finance fundamentals, protection planning, and professional client communication while earning performance-based income and building skills that translate across finance, business, and leadership roles.

What You’ll Be Doing

Complete structured training in financial education and protection planning

Meet with families via Zoom to explain coverage and planning options

Follow up with warm leads from social media, referrals, and digital marketing

Attend weekly virtual trainings and mentorship sessions

Develop transferable skills in communication, leadership, financial literacy, and client service

Who We’re Looking For

18+ with a valid SSN or ITIN

Able to pass a background check

Self-motivated, accountable, and goal-oriented

High integrity with a people-first mindset

Competitive mindset or sports background is a plus

Coachable, curious, and eager to grow

Compensation & Perks

Performance-based 1099 income

Average commission per policy: $500–$700

Commissions paid twice per week

Trained associates typically close 2–5 policies weekly

100% sponsored state licensing after training

Fully remote with a flexible, work-from-anywhere schedule