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CF

ClearPath Financial Team

via Indeed

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Financial Services Advisor – Remote, Entrepreneurial Role

Anywhere
Full-time, Part-time
Posted 1/7/2026
Verified Source
Key Skills:
Client relationship management
Financial planning
Sales and communication

Compensation

Salary Range

$50K - 100K a year

Responsibilities

Assess client needs and provide tailored financial advice, build lasting relationships, and stay current on industry trends.

Requirements

Requires strong interpersonal skills, self-motivation, and a background in customer service or financial services, with a preference for licensing in insurance.

Full Description

Financial Advisor (US Remote, Flexible Schedule, 100% commission) This is an entrepreneurial, performance-based role best suited for self-motivated professionals who want long-term income and flexibility. We are a comprehensive wealth and financial consulting firm working with many of the leading financial institutions in North America. Our consultants support clients in developing tailored financial strategies, including: • Retirement planning • Tax-efficient strategies • College funding solutions • Wealth preservation & insurance planning • Business & corporate group benefits What You’ll Do: • Assess client needs and provide customized financial planning recommendations. • Guide clients through investment, insurance, and estate planning options. • Build lasting client relationships through proactive communication and service. • Stay current on financial industry trends and regulatory changes. What We’re Looking For: • Strong interpersonal and communication skills. • Integrity, professionalism, and client-first mindset. • Self-motivated with an entrepreneurial spirit. • Ability to collaborate in a team-focused, growth-oriented environment. Who Thrives in This Role: • Career changers with strong people skills • Former educators, coaches, sales professionals, or service leaders • Entrepreneurs who want to build a long-term client practice • Professionals seeking flexibility without income caps Preferred Background: • Bachelor’s degree (or some college coursework). • 2+ years in customer service, financial services, or client-facing roles. • Life & Health Insurance License (or willingness to obtain). What We Offer: • Training, mentorship, and professional development. • Flexibility to create your own schedule (with weekly team sessions). • Remote work environment. • Opportunities for leadership advancement. • Multiple compensation pathways (commissions, renewals, residuals, bonuses, and more — based on licensing). Compensation: Commission-based with realistic annual earnings of $50,000–$100,000+, based on performance, licensing, and client base growth, 100% performance-driven. Job Types: Full-time, Part-time Pay: $50,000.00 - $100,000.00 per year Benefits: • Financial planning services • Flexible schedule • Professional development assistance Education: • High school or equivalent (Preferred) License/Certification: • Life & Health Insurance License (Preferred) Work Location: Remote

This job posting was last updated on 1/12/2026

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