Build Your Practice
on Psychnex
Earn $2,400–$12,500+/mo as a licensed financial specialist. 48-hour onboarding. AI-matched clients. No cold calling. Keep 85%.
Earning Potential
Your Earning Potential
Illustrative earnings based on session rates and client volume. Actual earnings will vary. You keep 85% of every session fee.
10–20 clients
$2,400
per month
$28,800
annual earnings
Part-time or ramp-up phase. AI matching fills your calendar fast.
20–50 clients
$5,800
per month
$69,600
annual earnings
Full-time cadence. Most specialists reach this level within 90 days.
50+ clients
$12,500+
per month
$150,000+
annual earnings
Elite tier. High-demand specialists with premium rates and referrals.
How Earnings Work
Example: Active Specialist
Open Specialties
We're Recruiting Across 8 Specialties
High demand across all areas. Niche expertise fills calendars the fastest.
Financial Planner
CFP, ChFC, or equivalent. Comprehensive financial planning.
Tax Strategist
CPA, EA, or tax attorney. Tax optimization and planning.
Insurance Specialist
Licensed. Life, health, disability, annuities.
Investment Advisor
RIA, Series 65/66. Portfolio management and strategy.
Business Advisor
Valuation, exit planning, corporate finance.
Healthcare Finance
Specializing in healthcare workers' unique financial needs.
Student Loan Specialist
Forgiveness programs, IBR, refinancing, PSLF.
Real Estate Advisor
Investment properties, REITs, 1031 exchanges.
Platform Benefits
Everything You Need to Succeed
AI Client Matching
No cold calling. Our AI matches you to clients based on FinPsych compatibility, specialty, and goals. You focus on advising.
Set Your Schedule
Work 8am–8pm any timezone. You control your availability. Block time off instantly from your portal.
Keep 85%
Transparent, flat 15% platform fee. No hidden deductions. Instant Stripe payouts after every session.
FinPsych Client Insights
Know your client's money psychology before session one. FinPsych profile delivered with every match.
Built-in Compliance
Document management, regulatory updates, compliance checklists, and audit trail — all automated.
Specialist Community
Monthly strategy calls, referral network, case collaboration, and peer benchmarking — growing community of licensed professionals.
Onboarding
Application to First Client in 48 Hours
Apply Online
10-minute application. Tell us your specialty, credentials, and what you're looking for.
License Verified
Our compliance team verifies your credentials within 24 hours. FINRA, state boards, and more.
Profile Setup
Set your rates, connect your calendar, write your bio, and choose your specialties.
Start Earning
Go live. AI immediately starts matching pre-qualified clients to your profile.
Apply Now
Join the Psychnex Specialist Network
Applications reviewed within 24 hours. Most specialists onboard and earn within 48 hours.
Specialist FAQ
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