Financial Strategist

About Us

Remote Opportunity

North Meets South Financial LLC is expanding nationwide and seeking motivated Financial Strategists to join our team.

This is not a traditional 9–5 job—it’s an entrepreneurial opportunity to build a career in financial services with unlimited earning potential. We provide the mentorship, training, and proven system. You bring the drive to succeed and the commitment to obtain the required state license (Life & Health).

Pay

This is the *minimum projected annualized earnings* based on performance. There is no cap on commissions—top performers exceed $100K+ annually.

What You’ll Do

• Meet with clients virtually to design personalized financial strategies
• Educate families on wealth-building, debt management, and asset protection principles
• Build your own client base with the support of our mentorship system
• Pursue leadership opportunities with the option to build and lead your own team

What We Offer

• Commission-based income with performance bonuses and stock options
• Full or part-time flexibility, set your own hours
• Training & mentorship in financial services, leadership, and business development
• Growth path into leadership and agency ownership
• Personal financial education and a supportive team culture

Qualifications

• Must be 18+ years old
• U.S., Canada, or Puerto Rico residency
• Ability to pass background check
• Willing to obtain a state Life & Health Insurance license (candidate covers cost)
• Strong communication skills and entrepreneurial mindset
• Sales, customer service, or finance experience is a plus (not required)

Job Types: Full-time, Part-time

Pay: From $30,000.00 per year

Benefits

• Financial planning services
• Flexible schedule
• Professional development assistance

Application Question(s)

• Are you authorized to work in the United States?
• Are you looking for a part-time or full-time position?
• Are you currently licensed in financial services (Life & Health Insurance, Securities, etc.)?
• Would you be willing to obtain the necessary state licensing?
• Do you have experience in sales, business, customer service, or finance?
• Are you comfortable with a commission-based compensation structure?
• This role is remote. Do you have access to a reliable internet connection and a quiet space for client meetings?
• Are you open to mentorship, training, and professional development to grow your career?
• Do you have aspirations of leadership or building a team in the future?
• If offered an interview, would you be available to schedule a Zoom call—and are you able to show up professionally dressed, on a laptop (not a phone), and prepared for the conversation?

Work Location: Remote