Note: The job is a remote job and is open to candidates in USA. USA Financial is a company focused on supporting independent financial advisors to scale their practices. They provide a partnership that helps advisors overcome operational challenges and achieve sustainable growth through tailored support and resources.
Responsibilities
- Support and scale an advisor’s independent practice
- Provide proven processes for predictable and sustainable growth
- Help advisors break through capacity ceilings and reclaim time
- Offer back office and operations support to streamline processing
- Provide personalized coaching and business consulting to refine strategy and optimize processes
- Deliver tailored marketing and brand solutions
- Facilitate ease of doing business to reduce friction and increase productivity
- Implement advanced platform and technology suite for efficiency
- Design payout structures that reward growth
- Ensure transparent compensation with no hidden reductions
- Act as an independent contractor receiving a 1099
- Assist advisors in pursuing predictable outcomes
Skills
- Independent Financial advisors generating $150K–$600K in annual revenue
- Ability to break through capacity ceilings
- Ability to reclaim time and scale the practice with intention
- Desire for a clearer path to progress and growth without sacrificing client experience
- Seeking transparency and flexibility
- Ability to thrive in a relationship built on aligned philosophy, execution, incentives, and advisor-first decision making
- Ability to utilize back office & operations support
- Ability to streamline processing and administrative leverage
- Ability to use advanced platform & technology suite for efficiency
- Ability to receive personalized coaching and business consulting
- Ability to implement tailored marketing and brand solutions
- Ability to participate as an independent contractor receiving a 1099
Benefits
- Back Office & Operations Support
- Streamlined processing, administrative leverage and connection.
- Ease of Doing Business
- Processes built to reduce friction and increase advisor productivity.
- Advanced Platform & Technology Suite
- Relevant tools that create efficiency, while elevating the client experience.
- Personalized Coaching and Business Consulting
- 3 Pareto-Certified coaches on staff to help refine strategy, optimize processes and create predictable outcomes
- Tailored Marketing and Brand Solutions
- Payout structures designed for mid‑sized advisors scaling upward
- Transparent compensation with no hidden reductions
- Fixed Annuity commissions that bypass grids—meaning you keep 100%
Company Overview
USA Financial is a financial services company offering insurance, brokerage, and financial advisory services. It was founded in 1988, and is headquartered in Ada, Michigan, USA, with a workforce of 51-200 employees. Its website is http://usafinancial.com.