Entry Level Remote Bank Jobs Near Me

Entry-Level Financial Professional / Advisor

At PlanRight Finances, we don't believe in rigid corporate boxes. We are a agile, focused team dedicated to delivering high-impact, personalized financial planning, portfolio management, and insurance strategies directly to individuals. Because we are small, your impact is immediate. You won’t get lost in a corporate hierarchy; instead, you will be directly mentored, fully trained, and given the blueprint to build a business within our business.

Why This Position Stands Out

• True Autonomy (1099 Flexibility): Work where you want, when you want. You own your schedule.
• The Perfect Bridge (Part-Time to Full-Time): Keep your day job while you build your pipeline, or dive in headfirst. You control the transition timeline.
• We Fund Your Foundation: No license? No problem. We provide the complete training framework to get you licensed in Life, Accident, and Health in your state.
• Pure Strategy, Zero Travel: This is a fully remote position. You will use cutting-edge financial planning software to manage clients and execute strategies from your home office.

The Role & Daily Impact

As an Entry-Level Advisor, you will learn the ropes of holistic wealth management. You will work closely with clients to build secure futures through a mix of investment management and strategic protective planning.

• Financial Architecture: Develop and implement personalized financial planning strategies for individual clients.
• Wealth & Risk Management: Manage client investment portfolios with a sharp eye on diversification, asset allocation, and risk management.
• Protection Analysis: Conduct thorough insurance analysis and integrate tailored insurance products into client financial plans.
• Future Planning: Facilitate retirement planning tailored specifically to long-term client goals.

What We Look For

We care far more about your drive, grit, and communication skills than a long resume. If you are self-motivated and love solving puzzles, we can teach you the math.

Required Baseline:

• A goal-oriented mindset and the discipline to manage your own time remotely.
• Willingness to study for and obtain your state Life, Accident, and Health License (we provide the training pathway).
• Exceptional attention to detail and strong client communication skills.

Bonus Points (Not Required):

• Entry-level experience in financial advising, banking, or sales.
• Active Series 7 or Series 66 licenses are a massive plus (but we welcome candidates looking to earn them later).

Clear Paths for Growth

We don’t hire people to stay in entry-level roles. This position is a direct springboard into senior advisory roles, specialized investment product management, or deep-dive estate and financial planning specializations. Your income and your title grow exactly as fast as your capabilities.

Ready to build something of your own? Apply today to connect with our team and learn more about our training program.