What are the responsibilities and job description for the Executive Financial Partner position at Aspire?
Are you a senior leader with 15 years of experience in business development, marketing, sales, operations, healthcare, finance, real estate, or executive leadership and wondering:
- Is my career still aligned with the lifestyle and legacy I want?
- Am I building something I truly own?
- Is there a way to create more freedom, flexibility, and long-term wealth for my family?
- Am I fully leveraging my network, leadership ability, and experience?
If you have built a successful career but are looking for more ownership, scalability, and purpose, this opportunity may be worth exploring.
Based in Burlingame, California, Aspire partners with families and professionals throughout Northern California and across the United States to help them make better financial decisions.
Our mission is to help families:
- Protect what they have built
- Grow their money more strategically
- Prepare for retirement with confidence
- Preserve assets and pass down wealth to future generations
At the same time, we partner with accomplished professionals who want to build a business within the financial services industry while creating a meaningful impact in their communities.
Our vision is simple: help more families build stronger financial futures while creating a platform for experienced leaders to build ownership, influence, and long-term income.
This is not a traditional corporate role.
This is an opportunity to leverage your professional experience, network, leadership ability, and business acumen to build a scalable business in the financial services industry.
Many of the executives we partner with are seeking:
- Greater flexibility and control over their schedule
- An opportunity to build a business asset instead of only earning a paycheck
- More meaningful work helping families and business owners
- Additional income streams beyond their primary profession
- A path toward leadership, mentorship, and business ownership
- Build and maintain relationships with families, professionals, and business owners
- Educate clients on strategies related to protection, retirement, wealth building, and legacy planning
- Leverage your network and business development experience to create new opportunities
- Develop marketing, referral, and community outreach initiatives
- Build strategic partnerships within your local market
- Mentor, coach, and develop future leaders
- Participate in executive-level leadership development and training
- Grow an organization and potentially build your own agency over time
This opportunity is ideal for professionals who:
- Have 15 years of professional experience in business development, marketing, leadership, healthcare, finance, real estate, consulting, or business ownership
- Have a strong track record of leadership, relationship building, and business growth
- Are successful but may feel they have reached an income ceiling or time ceiling in their current career
- Want more flexibility, ownership, and long-term wealth-building opportunities
- Enjoy mentoring others and developing teams
- Want to build something that can extend beyond their individual efforts
- Are open to learning the financial services industry and becoming licensed
Many of our partners come from backgrounds such as:
- Executive Leadership
- Business Development
- Marketing & Sales Leadership
- Real Estate & Lending
- Healthcare Administration
- Financial Services
- Entrepreneurship & Business Ownership
- Consulting & Professional Services
- Licensing support and comprehensive industry training
- Executive mentorship and leadership development
- Marketing, branding, and client acquisition systems
- Virtual and in-person collaboration opportunities
- Proven business systems and operational support
- Access to a national platform with growth opportunities across all 50 states
- A clear path toward agency building, leadership, and long-term ownership
This is a commission-based opportunity with strong income potential tied to client acquisition, business development, and agency growth.
Many of our executive partners begin part-time alongside their current career before transitioning into larger leadership and ownership roles.
Compensation is designed to reward:
- Business development
- Client retention
- Leadership
- Team growth
- Long-term agency building
Experienced professionals are not looking for another job.
They are looking for:
- Ownership
- Flexibility
- Scalable income
- Meaningful impact
- Leadership
- Legacy
Our mission is simple:
No Family Left Behind.
At the same time, we provide accomplished professionals with an opportunity to build something they can truly own in a recession-resistant industry.
- Must be authorized to work in the United States
- 10 Years of Experience in either: Finance, Business Development, Real Estate, Health Care
- Must be able to obtaining state licensing
- Must have strong communication, leadership, and relationship-building skills