Entry-Level Wealth Consultant - Remote Opportunity

Remote
Part Time to Full Time
Student (High School)

Are you seeking flexible, remote work with purpose and long-term growth? We're partnering with individuals who want to launch a career in the financial services industry—serving everyday families with financial education, retirement guidance, and income protection strategies.

No prior experience is required. We provide all training, mentorship, and licensing support to help you succeed.


What You’ll Be Doing:

  • Conduct virtual consultations via Zoom to discuss client needs and goals

  • Share financial education and tools related to debt strategies, income protection, and retirement planning

  • Follow structured training programs to learn financial concepts and client communication

  • Work closely with mentors and team leaders to develop your skills and confidence


Schedule Options:

  • Part-Time: 6–15 hours/week to start, based on your availability

  • Full-Time: Option to expand hours as you progress and gain experience

This role is fully remote and ideal for those who want autonomy and flexibility.


What You Receive:

  • Comprehensive training and onboarding process (no experience required)

  • Ongoing mentorship and live skill-building sessions each week

  • Support in obtaining your state life & health insurance license

  • Opportunity for advancement into leadership tracks and additional responsibilities

  • Consistent performance recognition, incentive programs, and team support


Best Fit For:

  • Career changers seeking a meaningful, education-focused role

  • Stay-at-home parents or professionals desiring time freedom

  • Military spouses, community leaders, or service-minded individuals

  • People who are coachable, dependable, and ready to grow


Requirements:

  • Must be 18+ years old

  • Must live in the U.S., Puerto Rico, or Canada

  • Must have a valid Social Security Number

  • Must pass a background check (no felonies)

  • Willing to complete pre-licensing and obtain a state-issued license (support provided)

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