Financial Professional
Listed on 2026-01-17
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Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Financial Professionals (Remote | Full-Time or Part-Time)
We're currently expanding and seeking motivated individuals who want the freedom to build their own client base while being supported by values-driven team and ongoing mentorship.
Company DescriptionAscent Capital is a financial services firm committed to offering specialized solutions in niche investing alternatives, college planning, business owner strategies, and retirement planning. Ascent Capital aims to help families prepare their financial future while providing high-net-worth individuals and business owners with tailored strategies to build wealth and achieve long-term goals. The firm is dedicated to creating positive financial outcomes for its clients through innovative and personalized planning solutions.
Role DescriptionThis is a remote commission-based position with flexible hours—ideal for those who value autonomy, personal development, and client impact. The Financial Professional will provide personalized financial planning services, analyze clients’ financial situations, and educate the clients on key strategies to help them reach their short-term and long-term financial goals.
Ideal Candidate- Entrepreneurial spirit with a passion for helping others
- Values freedom, flexibility, and a strong ethical foundation
- Strong Communication skills for client-facing interactions
- Enjoys learning about personal finance (experience welcome but not required)
- Self motivated with strong follow-through and communication skills
- Highly ambitious
- Excellent organizational skills and attention to detail
- Learn and apply financial concepts and strategies tailored to clients' needs
- Build long-term relationships with individuals, families and small businesses
- Educate clients on retirement, insurance, and wealth-building strategies
- Leverage modern fintech tools to streamline your business
- Participate in ongoing mentorship and training opportunities
- Mentorship and leadership development
- Strong, collaborative team culture
- Commission income with performance bonuses
- Pathways to build a lasting book of business
- Job Type: Full-Time or Part-Time (independent contractor/1099)
- Location:
Remote (U.S. Only) - Compensation:
Commission with additional incentive opportunities
- Must have or be willing to obtain a Life & Health Insurance license (we provide guidance through the licensing process)
- Must be a USA Resident or Citizen
- Positive attitude and strong personal integrity
- Eagerness to learn and grow in a dynamic industry
- Coachable and open to constructive feedback
- Team player with a collaborative mindset
- High ambition and a drive to go above and beyond the norm
Ready to make an impact - and grow in the process?
Seniority level- Entry level
- Full-time
- Finance and Sales
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