About the Opportunity
We are expanding our remote financial services team and are currently looking for individuals in the Orlando area who are interested in building a flexible, long-term career in financial consulting.
This is an entry-level opportunity with structured training, mentorship, and a clear path for advancement. No prior experience is required — we provide the support needed to help you get started and grow.
This role is a strong fit for individuals who are:
Exploring a career change or additional income stream
Looking for flexibility around an existing job or family schedule
Interested in building long-term income and professional skills
What You’ll Be Responsible For
Meeting with individuals and families (virtually) to understand their financial goals and current situation
Helping clients protect income, reduce financial risk, and plan for long-term goals like retirement
Educating clients on financial concepts in a clear, simple, and relatable way
Recommending appropriate strategies based on each client’s needs
Building relationships through consistent communication and follow-up
This Role May Be a Strong Fit If You:
Are comfortable communicating by phone and video
Are professional, dependable, and organized
Want skill development and upward mobility
Prefer a relationship-based, consultative role
Are looking for long-term growth, not short-term work
Training & Advancement
Guided on-boarding process
Weekly educational workshops
Ongoing mentorship from experienced partners
Clear, performance-based advancement path
Compensation & Work Structure
Performance-based compensation
Remote, flexible schedule (PT or FT)
Independent role (not hourly or salaried)
Next Steps
Qualified applicants will be invited to a brief introductory call (10–15 minutes) to:
Learn more about the role
Review the training and support model
Ask questions and determine fit
We are currently scheduling interviews for upcoming on-boarding spots. Applicants who are actively exploring new opportunities are encouraged to apply and complete the next step promptly.