About the Opportunity

We are expanding our remote financial services team and are currently looking for individuals in the Houston area who are interested in building a flexible, long-term career in financial consulting.

This is an entry-level opportunity with structured training, mentorship, and a clear path for advancement. No prior experience is required — we provide the support needed to help you get started and grow.

This role is ideal for individuals looking for:

• A career change or additional income stream
• Flexible scheduling (part-time or full-time)
• Long-term growth with performance-based advancement

What You’ll Be Responsible For

• Meeting with individuals and families (virtually) to understand their financial goals and current situation
• Helping clients protect income, reduce financial risk, and plan for long-term goals like retirement
• Educating clients on financial concepts in a clear, simple, and relatable way
• Recommending appropriate strategies based on each client’s needs
• Building relationships through consistent communication and follow-up

This Role May Be a Strong Fit If You:

• Are comfortable communicating by phone and video
• Are professional, dependable, and organized
• Want skill development and upward mobility
• Prefer a consulting-style role over transactional sales
• Are looking for long-term growth, not short-term work

Training & Advancement

• Guided onboarding process
• Weekly educational workshops
• Ongoing mentorship from experienced partners
• Performance-based advancement opportunities

Compensation & Work Structure

• Performance-based compensation
• Remote, flexible schedule
• Independent role (not hourly or salaried)

Next Steps

Qualified applicants will be invited to a brief introductory call (10–15 minutes) to:

• Learn more about the role
• Review the training and support model
• Ask questions and determine fit

Applicants who are actively exploring new opportunities are encouraged to apply and complete the next step promptly, as interview spots are limited each week