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Entry Level Remote Financial Services Jobs in California

Fisher Organization

Entry-Level Remote Sales

Chico, CA · Remote

We're proud to build a legacy of leadership, growth, and service, and we're looking for passionate individuals to grow with us. Position: Entry-Level Manager - Leadership Development Track (Remote ...

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Entry Level Remote Financial Services information

What is the difference between Entry Level Remote Financial Services vs Entry Level Remote Financial Advisor?

AspectEntry Level Remote Financial ServicesEntry Level Remote Financial Advisor
CredentialsBasic financial certifications or degrees, such as a bachelor's in finance or related fieldOften requires certifications like CFP or FINRA licenses, but entry-level roles may not require these
Work EnvironmentRemote, often in customer service, administrative, or support roles within financial firmsRemote client-facing roles providing financial guidance, planning, or product recommendations
Employer & Industry UsageUsed broadly across banks, financial institutions, and fintech companies for support rolesPrimarily in financial advisory firms, banks, and wealth management companies

Entry Level Remote Financial Services typically involves support or administrative roles in finance, requiring basic knowledge and certifications. In contrast, Entry Level Remote Financial Advisors focus on providing financial guidance and may require specialized licenses, even at the entry level. Both roles are remote and industry-related but differ in responsibilities and credential requirements.

What are the most commonly searched types of Remote Financial Services jobs in California?

The most popular types of Remote Financial Services jobs in California are:

What cities in California are hiring for Entry Level Remote Financial Services jobs?

Cities in California with the most Entry Level Remote Financial Services job openings:

Entry Level Remote Financial Services jobs near you

Financial Consultant (Remote)

San Francisco, CA • Remote

Synergy Financial
11 - 50 employees
Learn more about Synergy Financialexternal

$75K - $100K/yr

Full-time

Medical, Life, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

???? Remote Insurance & Financial Services Agent (Licensed Preferred) – Commission-Based | Synergy Financial

Location: Remote (U.S. Based)
Employment Type: 1099 Contract | Commission-Only
Industry: Financial Services, Life Insurance, Annuities, Wealth Management, Consulting


✅ Are You an Entrepreneurial Professional with a Passion for Financial Freedom?
Synergy Financial is one of the fastest-growing agencies in financial services, and we’re actively hiring licensed insurance agents, financial professionals, and business-minded entrepreneurs who are looking for a high-impact remote opportunity with uncapped income potential.
If you’re already life and health licensed, or hold Series 6, 63, 65, or 7 licenses — or you're seeking a career change into insurance and financial services — we want to connect with you.



???? What We Offer:
Remote, work-from-home flexibility – control your schedule
Performance-based commissions – no cap on earnings
Hands-on mentorship and training
Opportunities to help families with real financial solutions (life insurance, annuities, rollovers, living benefits, etc.)
A clear promotion track and leadership development path
Access to a diverse client base and multi-lingual markets



???? Key Responsibilities:
Educate families and individuals on life insurance, annuities, 401(k) rollovers, college funding, and debt solutions
Consult with clients on retirement strategies, legacy planning, and tax-advantaged solutions
Grow your book of business and manage client relationships
Option to build and lead your own remote team with leadership compensation
Work closely with senior field trainers and certified mentors



???? Ideal Candidates Have:
An active Life & Health Insurance License (or willingness to obtain one quickly)
Series 6, 63, or 65 licenses are a huge plus (but not required)
Sales, customer service, or consulting experience in financial services
Strong communication and presentation skills
A self-motivated, entrepreneurial mindset
Bilingual capabilities (Spanish, Tagalog, Mandarin, etc.) a strong asset



???? Compensation:
This is a commission-only 1099 opportunity with an On-Time-Earnings Estimate (OTE) of $75,000 - $100,000+ annually for full-time, focused agents. Top agents earn well beyond six figures through team overrides and advanced compensation contracts.



???? Who We Are:
Synergy Financial is a mission-driven agency powered by Meraki Group Endeavors, our national talent screening partner. We are part of a movement to increase financial literacy, protect families, and build generational wealth through scalable business models and mentorship.
We believe in financial education before financial products — and we're committed to helping people win, both as clients and as agents.



???? Ready to Level Up Your Life and Career?
If you're driven, coachable, licensed, and hungry to make a difference — this is not just another sales job. It’s a calling. It’s a career path that rewards performance, leadership, and impact.
???? Apply Now to be pre-screened by our JAG-LOGiC team. Your financial future starts today.

Keywords for Optimization (Do Not Delete):
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