Agency Owner Financial Services jobs in United States
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Prestige Partners · 19 hours ago

Agency Owner Financial Services

Prestige Partners is expanding its remote team and seeking entrepreneurial-minded individuals passionate about guiding others toward financial confidence. This role offers the opportunity to build your own financial advisory practice with support, technology, and mentorship while helping clients with retirement and wealth-building strategies.

Financial Services
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Hiring Manager
Ashley Arano
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Responsibilities

Educate clients on tailored financial strategies for short- and long-term goals
Build lasting relationships with individuals, families, and small businesses
Learn and apply financial principles through ongoing training and mentorship
Use modern fintech tools to efficiently manage your practice and client relationships
Grow your own book of business within a supportive, team-oriented environment

Qualification

Life & Health Insurance LicenseFinancial principles knowledgeFintech tools proficiencyCommunicationClient-focused mindset

Required

Must obtain or hold a Life & Health Insurance License (guidance provided)
Must be a U.S. resident or citizen
Positive attitude, strong personal integrity, and a client-focused mindset
Eagerness to learn and implement feedback
Reliable internet connection and remote work capability

Benefits

Flexible Schedule – Design your workweek around your life
Comprehensive Mentorship – Ongoing coaching, training, and leadership development
Modern Technology – Access to intuitive platforms that streamline your workflow
Collaborative Culture – A team that shares knowledge and celebrates success
Performance-Based Earnings – Commission structure with additional incentive opportunities
Clear Growth Pathway – Supported autonomy to build a sustainable, impactful practice

Company

Prestige Partners

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At Prestige Partners, we help individuals, families, and business owners take control of their financial future—one smart decision at a time.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase