Financial Advisor - Remote

This is a unique worksite-based financial advising and retirement planning role serving employees within the Pennsylvania education system. You will operate in a protected territory with warm, endorsed access to school districts and centers of influence - no cold calling required. Advisors build relationships, present to large groups, and meet individually with clients seeking investment, retirement, and insurance guidance. Location: Fully remote but must reside in Pennsylvania Compensation: $50,000 starting salary + 63% commission; uncapped earnings with typical total comp of $60K (Yr 1), $75K (Yr 2), $90K (Yr 3), $130K (Yr 4), $200K+ (Yrs 5–6); benefits and PTO included; transitions to 100% commission as a 1099 after Year 2. Minimum Requirements: Bachelor’s degree (Finance or related preferred); must have or be willing to obtain required licenses (SIE, Series 6 or 7, 63/66, and PA Life & Health). What Makes This Role Different • Protected territories with built-in access to a stable K-12 market • No cold marketing - meet clients who already want financial guidance • Warm introductions through existing partners and centers of influence • Opportunities to inherit existing client relationships as you grow • Marketing support for seminars, financial presentations, and client events • Dedicated Client Service Support Center with a designated CSR • Paid licensing fees and E&O coverage • Comprehensive onboarding, training, and ongoing professional development • Strategic business planning support with the Sales Management Team What You’ll Do • Interview clients to assess income, expenses, insurance coverage, goals, and risk tolerance • Analyze client data and develop tailored financial strategies • Present and sell investment advisory services, annuities, mutual funds, and insurance • Build relationships within the Pennsylvania education system and serve as a trusted resource for retirement planning • Review client portfolios regularly and adjust strategies based on life changes or financial performance • Recommend cash management, insurance, and investment strategies aligned with clients’ goals • Build and maintain a growing book of business • Answer client questions and deliver high-touch service throughout the planning process Licensing Path (Flexible Based on Background) • Recent graduates must have SIE completed or in progress • Experienced candidates must have SIE, Series 6 or 7 and 63/66. • If already licensed, must have a clean FINRA BrokerCheck • PA Life & Health Insurance License required Pay: Up to $200,000.00 per year Work Location: Remote Apply tot his job