Independent Financial Advisor

Join Our Team from Anywhere!

Position Overview:

Dive into a career that fits around your life! Whether you’re looking to work from the comfort of your home, seeking a side hustle to beef up your income, or wishing to pivot into a new career path without leaving your current job, this position is your golden ticket. No experience? No problem! We boast a top-tier training program to get you up to speed and ready to excel.

Why Join Us?

We’re on the hunt for go-getters, dream chasers, and doers – individuals who are ready to dive into the world of financial services with a splash. As a member of our team, you’ll embark on a journey to become a financial guru, offering top-notch services that cater to the unique needs of our clients.

Flexible Work Styles:

We get it. Life’s busy. That’s why we offer three flavors of employment:

  1. Full-Time
  2. Part-Time
  3. Referral Partner

Choose what best fits your current lifestyle and schedule. And the cherry on top? You don’t have to say goodbye to your current gig to join our ranks.

Earning Potential:

Dabble as a Referral Partner or Part-Timer before making the leap to full-time. Either way, you’ll rake in the same sweet commissions as our full-time pros. Plus, you’ll partner with A+ rated financial institutions nationwide—all from wherever you choose to work.

Skills and Experience:

New to finance? No sweat. We equip you with the skills you need on the job. But if you’ve got a background in leadership, sales, customer service, banking, accounting, or entrepreneurship, you’ll find yourself sprinting up the success ladder.

Your Mission, Should You Choose to Accept:

  • Craft Financial Need Analyses for clients
  • Empower individuals, families, and businesses to secure their assets, build legacies, and more
  • Enjoy the freedom of a 1099 position, driven by your performance

Flexibility & Support:

  • Opt for part-time (6-10 hours a week) or dive in full-time
  • Access to both warm and cold leads without the pressure to purchase them
  • Full remote work with Zoom as our collaboration hub
  • Benefit from a dedicated Field Trainer to guide your journey
  • Engage in daily training sessions to finesse your business acumen


  • Clear a background check
  • Have or obtain a U.S. Social Security Number
  • Reside in the U.S., Puerto Rico, or Canada
  • Be 18 years or older


  • $65,000 – $125,000 per year, based on part-time engagement


  • Flexible schedule


  • Day and evening shifts, Monday through Friday, with weekends as needed


  • 100% Remote

Preferred Education:

  • Bachelor’s degree

Ready to reshape your career and life from the comfort of your home? Join us in making financial wellness accessible to all, no matter where you are.