Entry Level Financial Professional (REMOTE)

About the job

Benefits

• Referral Program

• Professional Development Assistance

• Retirement Plan

• Opportunities for Advancement

• Flexible Schedule (100% Remote)

JOB DESCRIPTION

Company: Plan IT Virtual LLC — a licensed financial services agency and marketing organization partnered with Fortune 500 financial firms.

Compensation: $48,000–$153,000 per year (Commission-Based)

Employment Type: Part-Time (Independent Contractor)

Expected Hours: 15–30 hours per week

General Training: Tuesday 8–9 PM ET | Saturday 11:30 AM–2:40 PM ET

IMPORTANT

• Open to U.S. citizens and green card holders only (no visa sponsorship available).

• Background check required. Fingerprinting may be required for state licensing.

• Financial services is a highly regulated industry.

• Candidates must reside in U.S. time zones (ET/CT/MST/PST) to attend required weekly training.

About Us

We help individuals and families pursue financial security through trusted financial products and personalized strategies. Our agency operates in partnership with respected Fortune 500 financial institutions and their Fortune 100 partners across North America.

Position Overview

We are seeking part-time Financial Consultants to join our growing team. This client-focused role centers on delivering financial education, recommending tailored solutions, and building long-term relationships under the mentorship of experienced agency leadership.

All training, licensing preparation, and marketing systems are provided at no upfront cost.

What You’ll Gain

• A flexible, remote schedule you control

• Commission-based earnings with uncapped income potential

• Professional development and full licensing support (state-required licenses completed within 30 days of onboarding)

• Clear advancement pathways into leadership and management

• Access to leading financial planning tools and technology

• A supportive, growth-oriented team environment

Key Responsibilities

• Complete state licensing requirements (company-supported) to operate as a licensed financial professional

• Conduct client consultations to assess financial goals and needs

• Provide education on retirement planning, college savings, income protection, and wealth-building strategies

• Recommend and implement appropriate financial solutions

• Participate in ongoing mentorship and training

• Contribute to agency growth through referrals and community outreach

Who We’re Looking For

• At least 18 years old and legally authorized to work in the U.S.

• High integrity and professionalism

• Strong communication and organizational skills

• Self-motivated with a desire to grow

• Comfortable working in a remote environment

• No prior financial services experience required (training provided)

Preferred Attributes

• Highly driven and ambitious

• Goal-oriented and performance-focused

• Coachable and committed to continuous improvement

• Trusted and credible within your community