What You'll Learn & Do Educate Families:

Teach clients fundamental financial concepts, investment strategies, and mortgage options to secure their futures.

Design Custom Strategies:

Tailor financial blueprints for individuals and families to help them achieve true financial independence. Partner with

Experts:

Work directly with experienced mentors and licensed advisors who are invested in your growth.

Build Your Business:

Grow your own client base and team at a pace that fits your lifestyle.

What We Offer Comprehensive Training:

A proven system covering financial services, investments, and mortgages.

Licensing Assistance:

Guided support to obtain your state licenses (Insurance, Investment Series 6/63/65, and MLO).

Ultimate Flexibility:

100% remote capability with a self-paced, flexible schedule that fits around your current commitments.

Leadership Development:

Fast-track opportunities to move into management and agency ownership. The Ideal Candidate Entrepreneurial, self-motivated, and results-oriented. Possesses strong communication and interpersonal skills. Has a genuine desire to help others and thrive in a growth-driven team culture. Interested in wealth building, real estate, or financial planning. Ready to Control Your Financial Future? If you are ready to learn about investments, mortgages, and wealth building while earning what you are truly worth, we want to hear from you. Apply today. Qualified candidates will be contacted to schedule a brief introductory Zoom interview to share more about the opportunity.

Pay:

$57,615.57 - $69,386.49 per year

Benefits:

Referral program Tuition reimbursement Application Question(s):

QUALIFICATIONS & REQUIREMENTS

Minimum Age:

18 years of age or older (required for state licensing).

Tech Readiness:

Basic computer literacy (browsing, email, online navigation).

Workspace Essentials:

Reliable high-speed internet connection and access to Zoom for client meetings and virtual training.

Soft Skills:

Strong communication skills, a willingness to learn, and a passion for helping families.

Experience:

No prior financial background required, comprehensive training provided!

Location:

Burbank, CA 91502 (Preferred)

Work Location:

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