Become A Financial Coach
What's Required?
Background Check
Pass a Criminal Background Check ($30) and Complete State Registration Requirements ($69)
Pass Licensing Exams
Study and Pass Licensing Exams. Online Courses and Practice Exams Provided. Complete Fingerprints.
Learn & Earn
Work with a Trainer to Learn How to Build Simple-Follow-Financial Plans and Earn Income in the Process.
We're Not Just Advisors, We Are Coaches...
Control Your Time & Income
Financial Advisor
Part-Time with Flexible Schedule. Income: $1000-$3000 per month working 8-10 hours per week (varies based on production & licenses).
Advisor / Trainer
Part-Time or Full-Time. Must be Fully Licensed including SIE, 6 & 63 and pass Trainer Evaluations.
Income: $5000-$7000 per month working 15-20+ hours per week.
Owner
Full-Time with Flexible Schedule. Own & Operate an office. Income $150,000+ per year (mostly passive) with other compensation including bonuses and stock options.