Community Financial Educator

Our team is expanding across all 50 states and looking for qualified individuals to help us make an impact in the marketplace.

WHY FINANCIAL SERVICES INDUSTRY?

The financial services industry is ranked #1 industry that will create the most millionaires in the next decade according to Capgemini’s recent World Wealth Report.

As part of our national team, you will provide financial advice to clients (individuals and companies) in financial planning, investing for the future, saving for kids' education, different types of insurance protection, company benefits and retirement plan packages. You will meet with clients, complete a financial needs analysis, and present a customized solution that fits the client's needs and objectives.

Learn more about the general tasks related to this opportunity below, as well as required skills.

Who Thrives With Us?

We welcome professionals who already have credibility and client-trust skills, including :

Engineers — analytical problem-solving and systems thinking

Accountants, tax preparers & enrolled agents — financial literacy and compliance expertise

Real estate agents & mortgage loan officers — client acquisition, sales experience, and deal structuring

Health insurance agents — benefits knowledge and client counseling skills

Nurses, doctors & healthcare professionals — trusted advice, empathy, and client service under pressure

Corporate professionals — proven leadership, adaptability, and a desire for greater independence after years in structured environments

These backgrounds translate directly into success — Prior experience is not required. Many of our professionals begin by learning financial concepts that benefit them personally, then grow into full-time advisory practices that are both highly rewarding and impactful.

COMPENSATION :

Uncapped 1099 / Production based income (one client may result in $2,500 compensation and another may be $20,000)

Residual Income (paid every year at anniversary date)

Uncapped Business Development Income

Leadership Bonuses (monthly and quarterly bonuses on the team productivity)

Paid world-class travels, and more...

KEY BENEFITS :

Option to work remotely by computer and phone

Control your hours

High-income trajectory and career growth

Mentorship from proven industry experts