Financial Consultant
(commission based, Remote)
Job Overview:
We are seeking experienced financial consultants to provide financial planning and risk tolerance assessments. This is a commission-based role, with no upfront costs to the successful candidate. You will be responsible for managing your own client pipeline and will receive a percentage of the payment based on the value of your billables.
Job Description
Responsibilities
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Provide comprehensive financial planning and risk tolerance assessments to clients.
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Build and maintain strong client relationships, offering personalized advice tailored to each client’s financial situation.
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Collaborate with clients to create actionable plans aligned with their long-term financial goals.
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Manage your own deal flow and client outreach.
Requirements
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3+ years of experience working with clients on financial matters (candidates from a broader range of backgrounds are welcome).
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Strong understanding of financial planning principles and risk tolerance assessments.
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Self-motivated and able to manage your own schedule and client relationships.
Compensation Structure
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50% commission on billables up to $20,000.
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75% commission on billables between $20,001 and $50,000.
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85% commission on billables exceeding $50,000.
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Please note that this role does not include health, dental, retirement, or other traditional benefits. Compensation is commission-based only.
Work Environment
Fully remote role with complete flexibility—work when and where you want, as much as you want.