Are you looking for a meaningful career helping others while building something of your own? We're seeking ambitious, entrepreneurial-minded individuals to join our team as Financial Planning Consultants.
Who We Are :
We are a nationwide, mission-driven financial services firm serving individuals and families across the U.S. Our branch office is based in Seattle, WA, but thanks to our virtual model, you can work from anywhere. Our mission is "No Family Left Behind" — we provide fee-free financial education and planning to people of all backgrounds. We specialize in insurance-based financial strategies including retirement planning, college savings, 401(k) / IRA rollovers, life insurance, estate planning, and more. As a non-captive broker, we work with over 20 top-rated companies like Prudential, Nationwide, Fidelity & Guaranty, Lincoln, and Mutual of Omaha, allowing us to tailor plans based on each client's needs.
The Role :
As a Financial Planning Consultant, you'll guide clients through short, mid, and long-term financial goals. Your job is to listen, educate, and provide strategies that help clients feel secure and empowered about their financial futures.
What Makes Us Different :
Who We're Looking For :
Basic Qualifications :
Ready to Learn More?
Whether you're exploring new opportunities, making a career change, or looking to earn supplemental income with purpose — we'd love to connect and see if this is a potential fit. Apply now and join a movement that's changing the way families plan for the future — while changing your own.
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Entry Level Financial Consultant • Mobile, AL, US