Financial Advisor (Entrepreneurial Track, Remote)

This is not a traditional financial advisor job.

QX Financial is a modern, digital financial planning firm expanding nationwide. We are seeking entrepreneurial-minded individuals who want to build a long-term advisory practice—not step into a salaried position.

This role is best suited for someone who is motivated by ownership, autonomy, and long-term growth, and who wants to make a meaningful impact by helping families and business owners gain clarity, confidence, and control over their financial lives.

About QX Financial

QX Financial was built on a simple belief: access to high-quality financial education and planning should not be limited to the ultra-wealthy.

We specialize in modern, tax-aware planning strategies and a client-first approach that simplifies complex financial decisions. Our firm operates 100% remotely, using technology, education, and personalized guidance to serve clients across the United States.

What This Role Really Is

This is a commission-based, entrepreneurial opportunity within an established firm. You will build your own book of business while leveraging QX Financial’s:
• Proven planning frameworks and strategies
• Digital-first marketing and education systems
• Structured training, mentorship, and coaching
• Case management and operational support
• Collaborative, growth-oriented culture

This role requires initiative, discipline, and a long-term mindset. While support and infrastructure are provided, success is driven by your ability to engage prospects, build trust, and follow through consistently.

Who Thrives in This Role

You may be a strong fit if you:
• Want to build something rather than clock in
• Are comfortable with performance-based income
• Enjoy educating and advising others
• Value autonomy and flexibility
• Are willing to invest time and effort into long-term growth
• Want your income potential tied directly to your impact

Who This Role Is NOT For

This opportunity is likely not a fit if you:
• Are seeking a guaranteed salary or hourly wage
• Prefer a highly structured corporate environment
• Are uncomfortable with prospecting or client conversations
• Expect clients to be handed to you
• Are looking for a short-term role

Key Responsibilities
• Educate and guide clients through financial planning conversations
• Build and manage long-term client relationships
• Participate in ongoing training and coaching
• Follow established planning and compliance processes
• Collaborate with leadership and case management teams

Required Qualifications
• High integrity and client-first mindset
• Strong communication and interpersonal skills
• Willingness to take initiative and ownership
• Interest in financial planning, insurance, and investment strategies
• Commitment to building a long-term career

Experience:
• Bachelor’s degree or
• 2+ years of experience in financial services, sales, coaching, education, or an entrepreneurial role

Preferred Backgrounds (Not Required)
• Previous entrepreneurial or self-employed experience
• Outside or consultative sales
• Coaching, teaching, or advising roles
• Military service with leadership experience
• Competitive sports background
• Bilingual (Spanish a plus)

Compensation & Growth
• Commission-based compensation with performance bonuses
• Clear growth path within the firm
• Ongoing professional development and mentorship
• Optional benefits may be available as your practice grows

There is no income cap—your earning potential is directly tied to your effort, consistency, and results.

Work Environment
• 100% Remote
• Flexible schedule
• Nationwide client base

If you’re looking for a traditional job, this likely isn’t it.

If you’re looking to build something meaningful with long-term upside, we’d love to meet you.

Job Types: Full-time, Contract

Pay: $65,000.00 - $120,000.00 per year

Benefits:
• Financial planning services
• Flexible schedule
• Life insurance

Application Question(s):
• This role is commission-based and entrepreneurial in nature. Why does this type of opportunity appeal to you?
• Do you now, or will you in the future, require sponsorship to work in the United States? (We are unable to offer visa sponsorship.)

Location:
• United States (Required)

Work Location: Remote

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