Financial Strategist
all-financial-freedom
| Company | all-financial-freedom |
| Category | Finance |
| Location | United States |
| Remote | Remote |
| Employment | Part-time |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 2 Feb 2026 |
| Last verified | 9 Aug 2026 |
| Source | Employer ATS (breezy) |
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
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Educate clients on financial strategies related to protection, growth, and retirement
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Conduct virtual consultations and needs analyses
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Build long-term client relationships based on trust and education
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Collaborate with a supportive team and experienced mentors
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(Optional) Develop leadership skills and assist with team growth over time
What We’re Looking For
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Strong communication skills
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Coachable, self-motivated mindset
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Professional demeanor and reliability
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Interest in finance, education, or entrepreneurship
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Must be able to pass a background check and obtain required licensing (we guide you)
What We Offer
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Remote & flexible schedule
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Performance-based compensation (uncapped)
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Licensing & ongoing training provided
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Clear growth path into leadership (optional)
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Supportive, team-driven culture
Who This Is Great For
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Career changers
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Professionals seeking flexibility or autonomy
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Individuals interested in financial education & impact
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People who want income growth tied to effort, not hours
Apply to learn more and see if this is a fit