Financial Advisor Trainee - Remote - Flexible Schedule - Houston TX

About the Opportunity

We are expanding our remote financial services team and are currently looking for individuals in the Houston area who are interested in building a flexible, long-term career in financial consulting.

This is an entry-level opportunity with structured training, mentorship, and a clear path for advancement. No prior experience is required — we provide the support needed to help you get started and grow.

This role is ideal for individuals looking for:

A career change or additional income stream

Flexible scheduling (part-time or full-time)

Long-term growth with performance-based advancement

What You’ll Be Responsible For

Meeting with individuals and families (virtually) to understand their financial goals and current situation

Helping clients protect income, reduce financial risk, and plan for long-term goals like retirement

Educating clients on financial concepts in a clear, simple, and relatable way

Recommending appropriate strategies based on each client’s needs

Building relationships through consistent communication and follow-up

This Role May Be a Strong Fit If You:

Are comfortable communicating by phone and video

Are professional, dependable, and organized

Want skill development and upward mobility

Prefer a consulting-style role over transactional sales

Are looking for long-term growth, not short-term work

Training & Advancement

Guided onboarding process

Weekly educational workshops

Ongoing mentorship from experienced partners

Performance-based advancement opportunities

Compensation & Work Structure

Performance-based compensation

Remote, flexible schedule

Independent role (not hourly or salaried)

Next Steps

Qualified applicants will be invited to a brief introductory call (10–15 minutes) to:

Learn more about the role

Review the training and support model

Ask questions and determine fit

Applicants who are actively exploring new opportunities are encouraged to apply and complete the next step promptly, as interview spots are limited each week