Note: The job is a remote job and is open to candidates in USA. Valentis Equity Partners is seeking an experienced, licensed Senior Financial Strategy Associate. The role focuses on asset growth, asset protection, and tax strategy while building and managing a book of business using the company’s systems, tools, and lead-generation infrastructure.
Responsibilities
- Working in asset growth, asset protection, and tax strategy
- Build a book of business using our systems, tools, and lead-generation infrastructure
- Take direction and run with our systems rather than needing to be trained from the ground up
Skills
- An active Life license, currently in good standing (required — we're not able to consider unlicensed candidates or sponsor licensing for this role)
- 2–5 years of professional experience in financial services, insurance, or a closely related field
- Based in and legally authorized to work in the United States, Canada, or Puerto Rico
- Someone knowledgeable, self-directed, and coachable — able to take direction and run with our systems rather than needing to be trained from the ground up
- Health, Series 65, 3, or 7 licenses are a plus
- Also a plus: a college degree (Economics, Finance, IT, Accounting, Communication, or Business), bilingual or multilingual fluency
Benefits
- One of the highest commission structures in the industry, with a transparent, formula-based payout
- Holding company stock options
- A proprietary lead-generation system and AI-assisted outreach tools for qualified associates
- Ownership of the book of business you build — this is not a captive arrangement; your renewals and client relationships stay yours
- Access to top-tier carrier contracts
- Remote work in the U.S., Canada, or Puerto Rico
Company Overview