Financial Services Professional

Raven Financial Partners

Financial Services Professional (Entry-Level to Experienced)

Job Type: Full-time / Part-time
Location: Remote (United States)
Compensation: $50,000 – $100,000+ per year (performance-based)

Job Overview

Raven Financial Partners is seeking motivated individuals to join our team as a Financial Services Professional. In this role, you will work with individuals and families to help them build financial strategies aligned with their goals.

This position is ideal for candidates interested in financial services, client advising, or those looking to transition into a professional advisory role. Both entry-level and experienced candidates are encouraged to apply.

May begin part-time with the opportunity to grow into full-time roles and leadership positions.

Key Responsibilities

• Meet with clients to assess financial goals and current financial situations
• Develop personalized financial strategies, including retirement and wealth planning
• Educate clients on financial products and long-term planning concepts
• Maintain ongoing client relationships and provide continuous support
• Stay informed on financial industry trends and compliance requirements
• Participate in training and professional development programs

Services We Provide

• Retirement Planning
• Wealth Management
• Insurance & Risk Management
• College Savings Strategies
• Tax-Advantaged Planning
• Business Financial Planning

Qualifications

• Must be 18 years or older
• High school diploma or equivalent required; college coursework or degree preferred
• Strong communication and interpersonal skills
• Self-motivated and goal-oriented
• Ability to work independently and as part of a team
• Willingness to obtain required state licenses (training support provided)
• Previous experience in customer service, sales, or finance is helpful but not required

Schedule

• Flexible schedule
• Part-time and full-time options available
• Weekly training sessions (virtual)

Compensation & Benefits

• Performance-based compensation (commissions, bonuses, and residual income opportunities)
• Flexible work schedule
• Professional training and mentorship program
• Career advancement opportunities
• Access to financial planning tools and resources

Licensing

• Life & Health Insurance License (preferred or willing to obtain)

Work Location

Remote (U.S.-based applicants only)

Important Notes for Applicants

• This is a performance-based role; income is not guaranteed and depends on individual production and licensing
• Candidates must be able to pass a background check in accordance with applicable laws

"Empowering Our Clients Through Innovative Solutions"