We believe in empowering families to take control of their financial future. We provide tailored financial solutions that help families build generational wealth, optimize cash flow, and maximize financial security. We are looking for a Family Banking Specialist to educate and assist families in implementing smart banking and financial strategies. Benefits: • Competitive compensation with commission and performance-based incentives. • Flexible remote work schedule. • Full training and mentorship—no prior financial background needed. • Professional growth opportunities and potential for certification support. Responsibilities: Job Responsibilities: • Educate families on wealth-building strategies, including private family banking, cash flow management, and financial independence planning. • Guide clients in setting up and optimizing financial structures that align with their long-term goals. • Conduct virtual consultations to assess clients’ financial needs and provide personalized recommendations. • Teach families how to leverage financial tools such as life insurance, savings strategies, and alternative banking methods. • Build and maintain strong client relationships through ongoing education and financial coaching. • Stay informed on financial trends and strategies to better serve clients. Qualifications: • No prior financial services experience required—comprehensive training provided! • Passion for helping families achieve financial security and generational wealth. • Strong communication and relationship-building skills. • Self-motivated with the ability to work independently in a remote environment. • Willingness to learn financial concepts and apply them to client needs. • Basic proficiency in digital communication tools and a customer-focused mindset. Compensation: $150,000 - At plan commission

• Job Responsibilities: • Educate families on wealth-building strategies, including private family banking, cash flow management, and financial independence planning. • Guide clients in setting up and optimizing financial structures that align with their long-term goals. • Conduct virtual consultations to assess clients’ financial needs and provide personalized recommendations. • Teach families how to leverage financial tools such as life insurance, savings strategies, and alternative banking methods. • Build and maintain strong client relationships through ongoing education and financial coaching. • Stay informed on financial trends and strategies to better serve clients.