Hourly Financial Planner or Investment Specialist with Military and Survivor Focus

United States
$50 to $100 per hour (DOE); flexible hours
Oct 16, 2020
Nov 15, 2020
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Experience what financial planning is really about in the greatest work on earth! 

We help Surviving Family members who have lost a loved one in the military, using the best financial planning process ever developed!

We are paid strictly hourly by a third party for our work and we have no products to sell or fees to charge to the clients!  Our only incentive is to go out of our way to do the very best we can to help these special families in any way!

We cultivate real change and provide real value to individuals and families, with a passion and sensitivity to honor the legacy of our nation's fallen heroes!

You will have the opportunity to work as part of a special team to deliver comprehensive financial plans to military Surviving Families.  We help with a wide range of budget, debt, savings, investment, insurance, estate planning and life planning advice.  We help with practical and real life issues of all ranges, in states all across the country.  We work in person and via screen share meetings, and have a larger amount of clients in Colorado, Texas, California and Florida (but significant populations around the country). 

We have a specific need for an investment specialist who will support the team and clients in finding the best solutions to ensure that the financial legacy left by their loved ones will last for the rest of their lives.  We constantly seek the best investment solutions with the highest likelihood of success in achieving client goals with the optimum amount of risk.  

We are willing to train the right person to become an investment specialist, if you are talented and have a passion for the work. 

Come and join this special work!  


Must be Series 65 licensed, or exempt from examination (CFP or certain other certifications depending on your state)

Attention to detail

Sincere desire to truly make a difference in people's lives

Ability to see from other people's points of view and to proactively anticipate and meet their needs

A habit of going above and beyond what is expected of you

An innate desire to achieve excellence in all aspects of your life and work

Strong work ethic

Professional communication skills

Track record of achievement at work and education

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