We’re currently collaborating with experienced Idaho-based professionals in the financial or client services space who are seeking a modern, remote-first platform with stronger systems, structured growth, and leadership potential.

As an Advanced Financial Services Consultant, you’ll work with individuals and families to provide financial guidance around income protection, debt strategy, and long-term planning—supported by digital tools, mentorship, and a proven client process.

This opportunity is ideal for those already familiar with the industry who are ready to elevate their career with more flexibility, better infrastructure, and real leadership development.

What You’ll Do:

• Conduct remote consultations via Zoom or phone

• Deliver client education using provided strategies and digital tools

• Engage in leadership pathways and mentorship opportunities

• Operate within a remote, flexible schedule—part-time or full-time available

What’s Provided:

• Streamlined digital systems and CRM for client management

• Remote mentorship, weekly coaching, and peer collaboration

• Training access to stay current on strategies and regulatory standards

• Performance-based advancement with long-term incentives

You’re a Fit If You:

• Reside in Idaho and have experience in insurance, finance, or consultative roles

• Want more autonomy, better systems, and structured advancement

• Are confident with client conversations and professional follow-up

• Seek a team-driven environment with long-term opportunity

Minimum Requirements:

• Must be 18+ with a valid Social Security Number

• Must reside in Idaho

• Must pass a background check (no felonies)

• Willing to meet applicable state certification requirements (we support you)

This is a remote career opportunity for experienced professionals ready to scale with better support.