Senior Financial Strategist - Remote

Overview

Are you an experienced financial professional seeking a flexible, remote-first opportunity to make a deeper impact?

In Short

• Conduct virtual client consultations
• Design customized financial strategies
• Build long-term client relationships
• Contribute to team leadership and mentorship
• Continue licensing and education (if needed)
• Advanced training and digital infrastructure
• CRM, client tools, and presentation materials
• Peer-level mentorship and optional leadership track
• 100% remote flexibility with scalable income potential

Requirements

• 1+ years in financial services, advising, insurance, or related field
• Strong communicator with a client-first approach
• Self-motivated and system-oriented
• Resides in the U.S. and can pass a background check

Benefits

• This role is perfect for financial professionals who want flexibility, purpose, and scalable career options.