Financial & Estate Planning Consultant – Training & Leadership Track Remote (1099)
We are seeking a motivated Financial, Estate & Debt Planning Consultant to join our growing advisory team. In this role, you will work directly with individuals, families, and business owners to help them improve their financial stability through debt reduction strategies, financial planning, retirement preparation, and estate planning coordination.
This position supports clients in gaining clarity, confidence, and control over their financial future.
What You’ll Do
• Evaluate clients’ complete financial picture, including income, expenses, assets, liabilities, and debt
• Guide clients in debt reduction and cash-flow improvement strategies
• Educate clients on how debt elimination supports long-term wealth and estate outcomes
• Design customized strategies for protection, savings, retirement, and legacy transfer
• Identify estate planning gaps and explain the role of wills, trusts, beneficiaries, and legacy planning*
• Coordinate solutions through licensed professionals and approved planning tools
• Conduct ongoing reviews as financial and life circumstances change
• Manage client relationships using CRM and planning software
• Maintain compliance with regulations and best practices
• Collaborate with CPAs, attorneys, and other financial professionals
Training & Support
• Structured onboarding and professional training
• Education on debt strategies, estate planning concepts, and client communication
• Licensing guidance and exam preparation (state licensing required)
• Ongoing mentorship and access to planning tools and CRM systems
• Clear path for growth and leadership
(No prior financial, estate, or debt planning experience required; training provided.)
Qualifications
• Strong communication and relationship-building skills
• Self-motivated professionals seeking flexibility beyond traditional corporate roles
• Interest in financial planning, debt reduction, and estate planning
• Ability to explain complex topics clearly and confidently
• Comfort working in a regulated environment
• Prior experience in financial services, real estate, insurance, or consulting is a plus
Compensation & Structure
• Commission-based (1099 Independent Contractor)
• Performance-based income with long-term growth potential
• Flexible schedule with remote work options
• Full-time and part-time opportunities available
Requirements
• Must be 18 years or older and pass a background check
• Must obtain required state licensing
• Reliable computer with webcam for virtual meetings
• Must reside in the U.S. with valid work authorization
Why Join Us
• Build a long-term career in financial education, debt relief, and estate planning
• Help families reduce financial stress and protect their future in any market
• Work in a relationship-driven, planning-focused advisory model
• Receive mentorship while maintaining independence
• Make a lasting impact on families’ financial lives and legacies
This is a long-term professional opportunity, not an internship or temporary role.
Job Types: Full-time, Part-time
Pay: $65,000.00 - $175,000.00 per year
Benefits:
• Professional development assistance
• Referral program
Application Question(s):
• Do you have access to a Laptop or Computer with a Webcam and Microphone for Zoom calls?
• Are you 18 years or older? (This position requires state licensing, we are in a highly regulated industry that deals with people's money.)
• Do you understand that this is a Commission-only and 1099 Position? (No salary or base pay, and we do not withhold for state or federal taxes as each Financial Consultant is considered an independent contractor.)
• Are you residing in the USA, Canada, or Puerto Rico? (If you are not we may not be able to reach you even for the standard interview.)
Work Location: Remote
Apply tot his job
Apply To this Job
This position supports clients in gaining clarity, confidence, and control over their financial future.
What You’ll Do
• Evaluate clients’ complete financial picture, including income, expenses, assets, liabilities, and debt
• Guide clients in debt reduction and cash-flow improvement strategies
• Educate clients on how debt elimination supports long-term wealth and estate outcomes
• Design customized strategies for protection, savings, retirement, and legacy transfer
• Identify estate planning gaps and explain the role of wills, trusts, beneficiaries, and legacy planning*
• Coordinate solutions through licensed professionals and approved planning tools
• Conduct ongoing reviews as financial and life circumstances change
• Manage client relationships using CRM and planning software
• Maintain compliance with regulations and best practices
• Collaborate with CPAs, attorneys, and other financial professionals
Training & Support
• Structured onboarding and professional training
• Education on debt strategies, estate planning concepts, and client communication
• Licensing guidance and exam preparation (state licensing required)
• Ongoing mentorship and access to planning tools and CRM systems
• Clear path for growth and leadership
(No prior financial, estate, or debt planning experience required; training provided.)
Qualifications
• Strong communication and relationship-building skills
• Self-motivated professionals seeking flexibility beyond traditional corporate roles
• Interest in financial planning, debt reduction, and estate planning
• Ability to explain complex topics clearly and confidently
• Comfort working in a regulated environment
• Prior experience in financial services, real estate, insurance, or consulting is a plus
Compensation & Structure
• Commission-based (1099 Independent Contractor)
• Performance-based income with long-term growth potential
• Flexible schedule with remote work options
• Full-time and part-time opportunities available
Requirements
• Must be 18 years or older and pass a background check
• Must obtain required state licensing
• Reliable computer with webcam for virtual meetings
• Must reside in the U.S. with valid work authorization
Why Join Us
• Build a long-term career in financial education, debt relief, and estate planning
• Help families reduce financial stress and protect their future in any market
• Work in a relationship-driven, planning-focused advisory model
• Receive mentorship while maintaining independence
• Make a lasting impact on families’ financial lives and legacies
This is a long-term professional opportunity, not an internship or temporary role.
Job Types: Full-time, Part-time
Pay: $65,000.00 - $175,000.00 per year
Benefits:
• Professional development assistance
• Referral program
Application Question(s):
• Do you have access to a Laptop or Computer with a Webcam and Microphone for Zoom calls?
• Are you 18 years or older? (This position requires state licensing, we are in a highly regulated industry that deals with people's money.)
• Do you understand that this is a Commission-only and 1099 Position? (No salary or base pay, and we do not withhold for state or federal taxes as each Financial Consultant is considered an independent contractor.)
• Are you residing in the USA, Canada, or Puerto Rico? (If you are not we may not be able to reach you even for the standard interview.)
Work Location: Remote
Apply tot his job
Apply To this Job