PostJobFreePosted Apr 28, 2026First seen May 17, 2026
Company Overview
Starlight Financial Planning is a client-focused financial services firm dedicated to helping individuals and families build long-term financial security through education and personalized strategies.
We partner with established financial institutions to provide solutions in areas such as retirement planning, asset protection, and life insurance.
Our approach is education-first, ensuring clients understand their options and feel confident in their financial decisions.
About The Role
We are currently expanding and seeking motivated individuals interested in building a career in financial services.
In this role, you will work directly with clients to understand their goals and provide guidance on financial strategies, while developing your own professional skill set through structured training and mentorship.
This is a remote opportunity with flexible scheduling options.
What You’ll Do
Meet with individuals and families to understand financial goals
Educate clients on financial protection and long-term planning strategies
Assist in developing personalized financial solutions
Build and maintain client relationships
Participate in ongoing training and professional development
Use digital tools for scheduling and client communication
Day in the Life
This is a flexible, self-directed role where you have control over how you structure your day, but success is built on consistency, discipline, and follow-through.
A typical day may include connecting with individuals and families to understand their financial goals, guiding them through education-based strategies, and helping them take actionable steps toward long-term financial security.
You’ll spend time in virtual client meetings, following up with prospective clients, and participating in ongoing training to continuously improve your skill set.
While the schedule is flexible, this role is best suited for individuals who are proactive, accountable, and committed to building something long-term. Those who treat it like a business and stay consistent with their activity tend to see the strongest results.
At its core, this work is about making a real impact while helping families get on a clear path toward financial freedom.
What We’re Looking For
Strong communication skills and the ability to build trust with clients
Coachable with a willingness to learn and apply feedback quickly
Self-motivated with the ability to manage time independently in a remote environment
Consistent and disciplined in daily activity and follow-through
Comfortable working in a performance-driven environment
Professional, reliable, and accountable
Interested in long-term career growth within financial services
This role is best suited for individuals who are ready to take ownership of their results, stay consistent with their activity, and approach this opportunity with a long-term mindset.
Compensation
Estimated annual earnings range: $50,000 $100,000
Performance-based compensation structure
Advancement opportunities based on performance
Location
Remote (United States)
Schedule
Flexible scheduling available
Part-time and full-time opportunities
Typical range: 20 40 hours per week
Training & Support
Structured onboarding program
Ongoing mentorship and development
Access to digital tools and resources
Why This Role Stands Out
Education-first approach with clients
Clear path for professional growth
Flexible, remote work environment
Opportunity to build a long-term career
Application Process
After applying, potential candidates will be invited to schedule a 15-minute introductory call to determine mutual fit.
We prioritize candidates who are proactive, responsive, and intentional with their time. Completing the initial step helps ensure the conversation is productive and valuable for both sides.