Financial Services Advisor

About Us

We are a veteran-led organization dedicated to serving those who’ve served. Our mission is to provide financial solutions that fill the gaps the VA may not cover—helping veterans and their families protect their futures while building rewarding careers.

Position Overview

As a Financial Services Advisor you’ll work directly with military families to identify their financial protection needs and connect them with tailored solutions. This is a performance-based role with full training, mentorship, and high-quality leads provided.

Responsibilities

• Meet with veterans and families to assess their financial needs
• Present customized solutions to protect income, assets, and loved ones
• Guide clients through the application and approval process
• Track activity goals and manage your own schedule
• Build relationships and contribute to a mission-driven team culture

What We Provide

• Comprehensive training and ongoing mentorship
• No-cost, high-quality leads
• Veteran-focused team support
• Advancement opportunities, including agency management and ownership track

Qualifications

• Self-starter with strong communication and interpersonal skills
• Driven to succeed in a performance-based environment
• Passion for serving veterans and their families
• Sales, customer service, or military background is a plus (but not required)

Compensation

• Commission and bonus opportunities (no base salary)
• Performance-based pay with six-figure potential for top performers
• Advancement opportunities into leadership and agency management

Work Location

Remote – U.S. applicants only

Equal Opportunity Statement

CAVU is an Equal Opportunity Employer. We welcome applicants from all backgrounds and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Veterans and military spouses are encouraged to apply.