This is a unique worksite-based financial advising and retirement planning role serving employees within the Pennsylvania education system. You will operate in a protected territory with warm, endorsed access to school districts and centers of influence - no cold calling required. Advisors build relationships, present to large groups, and meet individually with clients seeking investment, retirement, and insurance guidance.
Location: Fully remote but must reside in Pennsylvania
Compensation: $50,000 starting salary + 63% commission; uncapped earnings with typical total comp of $60K (Yr 1), $75K (Yr 2), $90K (Yr 3), $130K (Yr 4), $200K+ (Yrs 5–6); benefits and PTO included; transitions to 100% commission as a 1099 after Year 2.
Minimum Requirements: Bachelor’s degree (Finance or related preferred); must have or be willing to obtain required licenses (SIE, Series 6 or 7, 63/66, and PA Life & Health).
What Makes This Role Different
• Protected territories with built-in access to a stable K-12 market
• No cold marketing - meet clients who already want financial guidance
• Warm introductions through existing partners and centers of influence
• Opportunities to inherit existing client relationships as you grow
• Marketing support for seminars, financial presentations, and client events
• Dedicated Client Service Support Center with a designated CSR
• Paid licensing fees and E&O coverage
• Comprehensive onboarding, training, and ongoing professional development
• Strategic business planning support with the Sales Management Team
What You’ll Do
• Interview clients to assess income, expenses, insurance coverage, goals, and risk tolerance
• Analyze client data and develop tailored financial strategies
• Present and sell investment advisory services, annuities, mutual funds, and insurance
• Build relationships within the Pennsylvania education system and serve as a trusted resource for retirement planning
• Review client portfolios regularly and adjust strategies based on life changes or financial performance
• Recommend cash management, insurance, and investment strategies aligned with clients’ goals
• Build and maintain a growing book of business
• Answer client questions and deliver high-touch service throughout the planning process
Licensing Path (Flexible Based on Background)
• Recent graduates must have SIE completed or in progress
• Experienced candidates must have SIE, Series 6 or 7 and 63/66.
• If already licensed, must have a clean FINRA BrokerCheck
• PA Life & Health Insurance License required
Pay: Up to $200,000.00 per year
Work Location: Remote
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