Looking for a remote, entry-level or licensed financial advising role? This is your chance to join a growing Retirement Plan Advisory Team (RPAT) and help customers plan for their financial future. Fully licensed, partially licensed, and early-career candidates are encouraged to apply
What Youโll Do:
ยทย ย Guide customers through 401(k), IRA, and retirement transitions by phone
ยทย ย Provide plan education and build strong customer relationships
ยทย ย Deliver a high-quality, consultative customer experience
Who Succeeds in This Role:
ยทย ย Goal-driven, motivated, and comfortable in a fast-paced environment
ยทย ย Strong communication, listening, and problem-solving skills
ยทย ย Thrives with coaching, structure, and teamwork
ยทย ย Interested in building a long-term career in financial advising
Candidate Requirements:
ยทย ย Fully Licensed:ย Active FINRA SIE, Series 7, and Series 66 (Series 63 + 65 accepted)
ยทย ย Partially Licensed or Early Career Candidates:ย Recent graduates in Finance, Business, Accounting, Economics, or related fields with a minimum 3.8 GPA, leadership experience, internships, or extracurriculars
ยทย ย Reliable high-speed internet and a dedicated workspace
Licensing Support:
ยทย ย Paid study time and materials provided
ยทย ย Structured exam scheduling and guidance
ยทย ย Second exam attempts allowed if eligible; third attempts not permitted
Training: 4-6 weeks.ย
Training schedule is 7:30a โ 4:40 pm MT
Pay will be determined by experience and what state the applicant lives in.
Post training, your production schedule will change to 10:30-7:00 local time (9:30-6:00 PST residents)
Benefits:
ยทย ย Medical, Dental, Vision, 401(k), Life & Disability Insurance
ยทย ย Paid Time Off & Holidays, Tuition Assistance, Pet Insurance, and more
Why Apply:
This is a fast-growing, remote role perfect for motivated candidates looking to start or grow their financial advising career. Flexible schedule, paid licensing support, and real career growth opportunities make this a role you wonโt want to miss. Apply today and take the next step in your financial career!
Important Notes:
- All interviews for this role will be conducted on camera with both Swipejobs and the client and will be recorded for future reference.
- We are unable to sponsor applicants requiring work authorization or visas for positions currently available. Only candidates who already possess the legal right to work in the United States will be considered.
- California residents will not be considered for this opportunity.
Partnering with a retirement planning company for a full time role.