Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship Provided
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 11h ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 140d ago
The date the source published, not the day we noticed it (2026-05-17). Last seen at its source 4h ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay not stated
Similar roles pay $90k–161.1k/yr
Middle 50% of 486 listings that do state pay — Finance · all levels · United States · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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bamboohr employer's own board first seen 11h ago · last seen 4h ago
The listing
Compensation
Performance-based compensation with leadership growth opportunities
About the Opportunity
Are you interested in building a career in financial services with flexibility, mentorship, and long-term growth potential?
We are expanding our team and seeking motivated individuals interested in helping families with protection planning, retirement strategies, and long-term financial education—while building a flexible financial services practice of their own.
This opportunity can be started part-time or full-time, making it a strong fit for career changers, professionals exploring a transition, or entrepreneurial individuals looking to build alongside existing commitments while growing toward something larger.
Whether you come from sales, client service, education, business ownership, or another people-focused background, we provide mentorship, training, and systems to help you develop professionally.
This is a remote opportunity designed for individuals who are self-motivated, coachable, and excited by long-term professional growth.
Responsibilities
- Educate families on life insurance, protection planning, and retirement-focused strategies
- Build trusted client relationships through education and service
- Learn financial concepts, planning frameworks, and product solutions through mentorship
- Participate in weekly training, coaching, and professional development
- Build a client base through networking, referrals, and outreach
- Explore leadership opportunities for those interested in team development
Who We’re Looking For
- Strong communicators who enjoy helping others
- Self-motivated individuals with an ownership mindset
- Coachable professionals open to mentorship and development
- Comfortable working independently in a remote environment
- Sales, customer-facing, or relationship-building experience is helpful but not required
- Willingness to obtain a state Life & Health Insurance License (guidance provided)
What We Offer
- Flexible remote environment
- Part-time or full-time path options
- Structured mentorship and ongoing training
- Access to established financial carriers and planning solutions
- Leadership development opportunities
- Performance-based compensation with advancement potential
- Long-term professional growth for those interested in building a practice