Remote Wealth Consultant (Entry Level - Training Provided)

About the Opportunity

Step into a career that blends purpose, flexibility, and long‑term earning potential. Beacon Hill Financial Group is expanding its remote team and seeking driven individuals who want to build a meaningful career in financial services — no prior industry experience required.

As a Remote Wealth Consultant, you’ll learn how to guide individuals and families through some of the most important financial decisions of their lives. You’ll develop real advisory skills, gain hands‑on exposure to financial concepts, and help clients create strategies that protect and grow their wealth — all while working from home.

If you’re motivated, coachable, and excited to grow in a supportive environment, this role gives you the foundation to build a powerful career in finance.

What You’ll Do

  • Engage clients in thoughtful, consultative conversations to understand their goals, concerns, and long‑term financial priorities
  • Break down complex topics — including wills, trusts, estate considerations, and protection planning — into clear, actionable guidance
  • Present tailored financial solutions such as cash‑flow strategies, wealth‑building tools, and insurance‑based planning options
  • Research financial products, tax implications, and industry trends to ensure clients receive accurate and compliant information
  • Use digital financial tools to evaluate client portfolios, monitor progress, and recommend adjustments that support long‑term success
  • Collaborate with clients to build comprehensive financial roadmaps that incorporate investment principles, risk management, and asset protection
  • Maintain organized CRM records to support consistent follow‑up and personalized service

What You Bring

  • A willingness to obtain a state‑issued life insurance license (we provide guidance and support)
  • Curiosity about financial planning, wealth management, tax strategies, and personal finance
  • Strong communication skills and the ability to simplify financial concepts for clients
  • Comfort working independently in a remote environment while staying organized and self‑motivated
  • Basic math skills and an interest in financial analysis or research
  • Openness to learning new financial software and digital tools
  • A genuine desire to help people make confident, informed financial decisions

Why This Role Matters

This position offers a rare chance to gain real‑world financial experience, develop advisory skills, and build a book of business you fully own — all while making a meaningful impact on the lives of the clients you serve.

Pay: $3,125.00 - $20,500.00 per month

Benefits:

  • Flexible schedule

Work Location: Remote

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...