What are the responsibilities and job description for the Financial Professional position at Ascent Capital Group?
Financial Professionals (Remote | Full-Time or Part-Time)
We're currently expanding and seeking motivated individuals who want the freedom to build their own client base while being supported by values-driven team and ongoing mentorship.
Company Description
Ascent Capital is a financial services firm committed to offering specialized solutions in niche investing alternatives, college planning, business owner strategies, and retirement planning. Ascent Capital aims to help families prepare their financial future while providing high-net-worth individuals and business owners with tailored strategies to build wealth and achieve long-term goals. The firm is dedicated to creating positive financial outcomes for its clients through innovative and personalized planning solutions.
Role Description
This is a remote commission-based position with flexible hours- ideal for those who value autonomy, personal development, and client impact. The Financial Professional will provide personalized financial planning services, analyze clients’ financial situations, and educate the clients on key strategies to help them reach their short-term and long-term financial goals.
Ideal Candidate:
- Entrepreneurial spirit with a passion for helping others
- Values freedom, flexibility, and a strong ethical foundation
- Strong Communication skills for client-facing interactions
- Enjoys learning about personal finance (experience welcome but not required)
- Self motivated with strong follow-through and communication skills
- Highly ambitious
- Excellent organizational skills and attention to detail
What You'll do:
- Learn and apply financial concept and strategies tailored to clients' needs
- Build long-term relationships with individuals, families and small businesses
- Educated clients on retirement, insurance, and wealth-building strategies
- Leverage modern fintech tools to streamline your business
- Participate in ongoing mentorship and training opportunities
What you'll Gain:
- Flexible schedule (build around your life)
- Mentorship and leadership development
- Strong, collaborative team culture
- Commission income with performance bonuses
- Pathways to build a lasting book of business
Additional Details:
- Job Type: Full-Time of Part-Time (independent contractor/1099)
- Location: Remote (U.S. Only)
- Compensation: Commission with additional incentive opportunities
Requirements:
- Must have or be willing to obtain a Life & Health Insurance (we provide guidance through the licensing process)
- Must be a USA Resident or Citizen
- Positive attitude and strong personal integrity
- Eagerness to learn and grow in a dynamic industry
- Coachable and open to constructive feedback
- Team player with a collaborative mindset
- High ambition and a drive to go above and beyond the nrom
Ready to make an impact - and grow in the process?