ZipRecruiter

Log In

2

Part Time Financial Symmetry Jobs (NOW HIRING)

Choate Agency

Account Sales Representative

Fort Mill, SC · On-site +1

$5.0K - $7.5K/mo

Choate Agency, part of Symmetry Financial Group, is hiring part-time and full-time sales reps who want to work from their phone or laptop , on their own time-with no cold calls, no pressure, and no ...

previous pagenext page

Showing results 21-40

All JobsFinancial Symmetry JobsPart Time Financial Symmetry Jobs

Part Time Financial Symmetry information

See salary details

$23K

$52.3K

$86.5K

How much do part time financial symmetry jobs pay per year?

As of Aug 10, 2026, the average yearly pay for part time financial symmetry in the United States is $52,274.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $59,000.00 per year, depending on experience, location, and employer.

What is a part time financial symmetry?

A Part Time Financial Symmetry position typically refers to a role at Financial Symmetry Inc., a financial planning and investment advisory firm, that is performed on a part-time basis. Employees in these roles may assist with client services, financial planning tasks, or administrative duties, working fewer hours than full-time staff. This arrangement can offer flexibility while allowing individuals to gain experience in the financial services industry. Responsibilities and qualifications may vary depending on the specific part-time role offered by the firm.

What are the key skills and qualifications needed to thrive as a part time financial analyst, and why are they important?

To thrive as a Part-Time Financial Analyst, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a relevant degree or coursework. Familiarity with financial modeling tools, spreadsheets (such as Excel), and accounting software like QuickBooks or SAP is typically required. Effective communication, time management, and problem-solving abilities help you deliver insights and collaborate with stakeholders efficiently. These skills are crucial for providing accurate financial analysis and supporting sound business decisions in a flexible, part-time role.

What are the typical responsibilities and expectations for a part time professional at Financial Symmetry?

As a part-time professional at Financial Symmetry, you can expect to work closely with full-time advisors and support staff, assisting with client financial planning, portfolio analysis, and data management. Your daily tasks may include preparing meeting materials, updating financial models, and responding to client inquiries. Collaboration is key, as you'll regularly communicate with team members to ensure consistent service delivery. Balancing multiple client accounts and staying organized are common challenges, but the role offers valuable exposure to the financial planning field and opportunities for skill development.
What cities are hiring for Part Time Financial Symmetry jobs? Cities with the most Part Time Financial Symmetry job openings:
What are the most commonly searched types of Financial Symmetry jobs? The most popular types of Financial Symmetry jobs are:
What states have the most Part Time Financial Symmetry jobs? States with the most job openings for Part Time Financial Symmetry jobs include:
Part Time Financial Symmetry jobs near you

Life Insurance Agent - Bring Your License | Warm Leads | Comp Comparison Welcome

Choate Agency

Mountain Brook, AL • On-site, Remote

$6.0K - $20K/mo

Part-time

Medical, Dental, Vision, Life

Posted 20 days ago

Job description

LICENSED LIFE AGENTS & FINANCIAL PROFESSIONALS: ADD A PRODUCTION PLATFORM - NOT ANOTHER JOB
Choate Agency | Symmetry Financial Group | Remote | U.S. Residents Only
This posting is different from most on this board. We're not looking for entry-level applicants - we're looking for people who already hold a life insurance license or already work in financial services and want to put it to better use.
If any of these describe you, keep reading:
💼 You're an established life insurance agent whose production deserves better comp, better carrier options, or a lead platform you don't currently have.
⏰ You hold an active (or reactivatable) life license you're barely using - and you'd put it to work part-time if the structure was right: warm leads, flexible hours, no cold calling, no full-time grind.
📈 You're a financial advisor, wealth manager, or CFP who currently refers life insurance business elsewhere - and you're ready to capture that revenue with your own life platform instead of handing it to someone else.
WHAT WE PROVIDE
The Choate Agency, powered by Symmetry Financial Group - ranked #9 on Forbes' list of 25 companies hiring the most high-paying jobs - offers a complete production platform:
• Multiple top-rated carriers - find the right product for the client, not the one you're forced to sell
• Proprietary warm lead platform - families who requested information, delivered to you
• Competitive comp with uncapped commissions and advances
• Residual renewal income - your book pays you again every year, and it belongs to YOU
• Full back-office support - contracting, case management, tech platform, CRM
• Health, dental, and vision benefits - available full-time AND part-time
• Optional leadership track - build a team and earn override income
• 100% remote - work from anywhere in the U.S., on your schedule
HOW THIS WORKS FOR EACH SITUATION
ESTABLISHED PRODUCERS
Bring your production to a structure that pays you what it's worth. Multiple carriers, strong comp, lead flow you don't have to generate yourself, and a book you own. Many producers find the comp comparison alone is worth the 20-minute conversation.
PART-TIME / LICENSE HOLDERS
You've kept your license active for a reason. Put it to work 10-15 hours a week with warm leads and no cold calling. Part-time agents working our system consistently earn $2,000-$6,000+/month. If your license is inactive, we'll help you get CE completed and reactivated.
WEALTH MANAGERS & FINANCIAL ADVISORS
Stop referring life insurance revenue out of your practice. We provide the carriers, the back office, and the case support - you provide the client relationships you already have. Add a product line to your practice without changing what you've built. Life-licensed CFPs and advisors integrate our platform alongside their existing book.
EARNING POTENTIAL
This is a 1099 independent contractor, commission-based position with uncapped earnings.
• Part-time producers: $2,000-$6,000+/month
• Full-time experienced producers: $150,000-$400,000+/year
• Top leaders with teams: $750,000+/year
• Residual renewals compound year over year on top of new production
⚠ Results vary based on effort, activity, and existing book/network. Income is not guaranteed.
REQUIREMENTS
• Active life insurance license, an inactive license you're willing to reactivate (we'll guide you through CE), OR current work in financial services with willingness to obtain a license (we contribute $100 toward the course)
• Current U.S. residency and work authorization - no visa sponsorship available
• Must be 18+ and able to pass a background check
• Professional communication skills and a client-first mindset
APPLY
No cover letter needed. Just answer these two questions with your application:
1. What is your current licensing status (active / inactive / financial services professional without life license)?
2. What would this platform need to deliver for it to be worth your time - comp, leads, flexibility, or revenue capture?
Qualified applicants will be contacted within 48 hours for a brief, no-pressure comparison conversation.
Choate Agency | Powered by Symmetry Financial Group
🌐 Remote | 🇺🇸 U.S. Residents Only
⚠ 1099 independent contractor position. Commission-based. Earnings are not guaranteed and depend on individual effort, activity, and existing production capabilit

Apply