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

We’re partnering with seasoned individuals who want to leverage their financial knowledge in a supportive, client-first environment. As a Senior Financial Strategist, you’ll provide guidance on wealth strategies, income protection, retirement planning, and tax-advantaged tools—all while working from home with autonomy and ongoing team support.

This is an opportunity to expand your reach, serve clients virtually, and access digital systems, mentorship, and high-growth potential.

What You’ll Do:

• 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)

What You’ll Receive:

• 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

Ideal Candidate:

• 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

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