Entry-Level Wealth Manager (Remote - 1099 Contract Role)

October 31, 2026

Company Description We are a fast-growing financial services firm focused on empowering individuals and families to build long-term wealth, financial independence, and legacy. Through education, mentorship, and access to industry-leading tools and platforms, we help our agents thrive both professionally and personally. Our mission is rooted in service, impact, and ownership.

Schedule:

• Estimated First-Year Target Earnings: $50,000 - $100,000+

• Job Type: 1099 Independent Contractor

• Schedule: Flexible, Self-Managed Schedule

Role Description We’re looking for highly motivated individuals to join our team as Entry-Level Wealth Managers. In this role, you’ll help clients create personalized financial roadmaps, offer guidance on investments and insurance, and provide ongoing support as they work toward their goals. You’ll have the freedom to set your own schedule, work remotely, and build a business that grows with you.

Responsibilities

• Assist clients with financial planning, protection, and growth strategies

• Educate individuals and families on insurance, investment, and legacy-building options

• Stay informed on financial trends, product updates, and regulatory changes

• Collaborate with a team of experienced mentors and leverage proven systems

• Grow a client base while building equity and long-term residual income

Qualifications

• Strong communication and people skills

• Interest in finance, investments, or insurance (no experience required—training provided)

• Self-motivated with a desire to build a flexible, impactful career

• Ability to work remotely and manage your own schedule

• Must be coachable and willing to obtain necessary state licenses

What We Offer

• Uncapped commission structure

• Ownership and equity-based advancement model

• Ongoing training, mentorship, and support

• A purpose-driven environment with a team culture

• The ability to start part-time and scale at your own pace

If you’re looking for more than just a job and instead want to build something meaningful with long-term potential this could be the right fit. Apply now or message us directly to learn more.

Pay: $50,000.00 - $110,000.00 per year

Benefits:

• Financial planning services

• Flexible schedule

• Professional development assistance

• Referral program

Education:

• High school or equivalent (Required)

Work Location: Remote

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...