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Financial Strategist

all-financial-freedom
Companyall-financial-freedom
CategoryFinance
LocationUnited States
RemoteRemote
EmploymentPart-time
LevelNot stated
SalaryNot stated by the employer
Posted2 Feb 2026
Last verified9 Aug 2026
SourceEmployer ATS (breezy)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
About the Opportunity We’re expanding our financial services team and looking for motivated professionals who want to build a meaningful career helping individuals and families make smarter financial decisions. This role is ideal for someone seeking flexibility, uncapped income potential, and long-term career growth, whether you’re transitioning from another industry or already have experience in client-facing roles. No prior financial experience required. Comprehensive training and licensing support provided. What You’ll Do • Educate clients on financial strategies related to protection, growth, and retirement • Conduct virtual consultations and needs analyses • Build long-term client relationships based on trust and education • Collaborate with a supportive team and experienced mentors • (Optional) Develop leadership skills and assist with team growth over time What We’re Looking For • Strong communication skills • Coachable, self-motivated mindset • Professional demeanor and reliability • Interest in finance, education, or entrepreneurship • Must be able to pass a background check and obtain required licensing (we guide you) What We Offer • Remote & flexible schedule • Performance-based compensation (uncapped) • Licensing & ongoing training provided • Clear growth path into leadership (optional) • Supportive, team-driven culture Who This Is Great For • Career changers • Professionals seeking flexibility or autonomy • Individuals interested in financial education & impact • People who want income growth tied to effort, not hours Apply to learn more and see if this is a fit