Note: The job is a remote job and is open to candidates in USA. Gill Legacy Planning is a nationwide, mission-driven financial services firm dedicated to providing fee-free financial education and planning. They are seeking Financial Planning Consultants to guide clients in achieving their financial goals through personalized strategies and support.

Responsibilities

• Guide clients through short, mid, and long-term financial goals
• Listen, educate, and provide strategies that help clients feel secure and empowered about their financial futures

Skills

• 18+ years old
• Legal U.S. resident or citizen with SSN
• Able to pass a background check
• Willing to obtain a state license (within 30–60 days)
• Strong integrity, accountability, and communication skills
• Passionate about helping others
• Interested in personal finance or business
• A self-starter with strong time-management skills
• Looking for flexibility and freedom
• Excited to build an income-producing asset and not just a paycheck
• Comfortable starting part-time and growing into full-time

Benefits

• Remote/Hybrid – Work from anywhere with Wi-Fi
• Flexible Hours – Set your own schedule (ideal for part-time starters or career changers)
• Full training, mentorship, and licensing support provided
• Cutting-Edge Fintech & Tools – Empowering you to work efficiently from anywhere
• Mentorship & Support – One-on-one coaching, team collaboration, and weekly Zoom trainings
• Licensing Assistance – Reimbursement program available; upfront state licensing cost is typically $200–$300
• Commission-Based Income (No minimums/quotas OR cap on income)
• Residual & Passive Income
• Performance Bonuses
• Incentive Trips

Company Overview