Entry-Level Financial Planning Consultant (Remote, Commission Only)

Remote, USA Full-time Posted 2025-03-08

? * Job Description: Financial Planning Consultant

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  • ? *Location:** Remote - Work from Home or Anywhere with Wi-Fi
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  • ? *Opportunity Highlights:**
  • **Remote Work:** Enjoy the freedom to work from home or any location with Wi-Fi.
  • **Flexible Hours:** Set your own schedule. Your effort directly influences your success.
  • **No Experience Required:** Full training and mentorship provided. Preferred experience in customer service, management, retail, or restaurant sectors is a plus.
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  • ? *About Us:**

Jones Financial Strategies is dedicated to spreading financial literacy and helping clients achieve their financial goals. We take an educational approach to financial planning, focusing on retirement, college planning, investments, and insurance. Our mission is to empower individuals, families, and business owners with modern financial education, enhancing their confidence in their financial futures.

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  • ? *Key Responsibilities:**
  • Educate clients on financial planning, covering short, mid, and long-term goals.
  • Develop personalized financial plans, including retirement and college savings, investments, and insurance.
  • Work with industry-leading partners like Nationwide, Prudential, Transamerica, and Fidelity.
  • Build and maintain strong client relationships through continuous support and follow-up.
  • Stay informed about financial industry trends and best practices.
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  • ? *Ideal Candidate Qualities:**
  • Values freedom and flexibility.
  • Excels in both independent and team environments.
  • Ambitious, motivated, and entrepreneurial-minded.
  • A self-starter with strong follow-through.
  • Interested in personal finance, even with little to no experience.
  • Background in sports, clubs, sales, or teaching is a plus.
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  • ? *Requirements:**
  • Minimum 18 years of age.
  • Able to pass a background screening.
  • Capable of completing licensing requirements within 60 days.
  • Ethical, intentional, accountable, confident, and driven.
  • Teachable and eager to learn business and financial principles.
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  • ? *Compensation:**
  • **Commission Income:** Unlimited earning potential based on client engagements.
  • **Residual Income:** Earnings from previous work, paid annually.
  • **Passive Income:** Earnings from your clientele group.
  • **Bonuses:** Additional incentives, including paid world travel and more.
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  • ? *Environment:**

Join a positive and supportive team culture dedicated to learning and helping clients with financial goals. We provide comprehensive training in financial concepts, leadership skills, business skills, marketing, social media/branding, communication, and more. Enjoy flexible work hours that can integrate with your existing schedule, whether part-time or full-time. This is a production-based, commission-only position (1099).

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Start your journey with Jones Financial Strategies and help clients achieve their financial dreams while investing in your own future. We look forward to meeting you!

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