Family Financial Planner

Aspire Capital

Family Financial Planner

Remote,
Full Time
Paid
  • Responsibilities

    Aspire Capital is a trusted national financial brokerage helping families achieve long-term financial security through education and personalized planning. We partner with Fortune 500 financial institutions to offer clients customized solutions in budgeting, saving, retirement, investments, and protection. We are expanding our remote team and seeking motivated, coachable, and business-minded individuals interested in building a career in financial planning. Whether you’re new to the industry or looking to grow your professional independence, Aspire Capital provides the mentorship, structure, and resources you need to succeed. As a Family Financial Planner, you’ll guide individuals and families through tailored financial strategies that align with their personal goals. You’ll receive hands-on training, one-on-one mentorship, and licensing support while developing the skills to build your own financial practice within our firm’s framework. This opportunity is ideal for self-starters who value flexibility, personal growth, and the ability to make a meaningful impact in their clients’ lives. Responsibilities: • Conduct virtual consultations with individuals and families across the U.S. • Educate clients on budgeting, saving, protection, investments, and retirement planning • Develop personalized financial strategies and long-term plans • Build lasting relationships based on trust, education, and service • Participate in structured mentorship and professional development programs • Work toward leadership, team-building, and agency ownership opportunities Qualifications: • Must reside in and be legally authorized to work in the United States • Must be 18 years or older • Must be able to pass a background check (for licensing) • Strong communication and interpersonal skills • Self-motivated, disciplined, and coachable • Access to a computer and a reliable internet connection What We Provide:100% Remote role – Flexible part-time or full-time schedule • Comprehensive training and mentorship – No experience required • Career advancement path – Leadership, equity, and business development opportunities • Licensing and certification support – Guidance through financial licensing requirements • Proven systems and tools – Access to digital platforms and operational support • Performance-based incentives and bonuses Compensation: $125,000 yearly

    • Conduct virtual consultations with individuals and families across the U.S. • Educate clients on budgeting, saving, protection, investments, and retirement planning • Develop personalized financial strategies and long-term plans • Build lasting relationships based on trust, education, and service • Participate in structured mentorship and professional development programs • Work toward leadership, team-building, and agency ownership opportunities

  • Compensation
    $125,000 per year