We’re partnering with experienced professionals in New York who are ready to elevate their financial career with flexible remote work, client-facing strategy, and structured support.

As a Financial Strategy Consultant, you’ll work with clients to identify and implement financial solutions that support income protection, wealth preservation, and long-term planning goals. This role is ideal for individuals with backgrounds in financial services, insurance, or consultative sales.

Key Responsibilities:

• Conduct remote client consultations via Zoom or phone

• Deliver tailored financial recommendations using proven systems

• Manage client relationships with the help of digital tools and training

• Participate in leadership development and team collaboration

What’s Provided:

• Onboarding and training tailored to experienced professionals

• Access to CRM, planning tools, and client resources

• Leadership pathways and performance-based advancement

• Flexible remote work structure (full-time or part-time)

You’re a Fit If You:

• Live in New York and have experience in financial services or client advising

• Are confident presenting solutions and building trust

• Are goal-driven, professional, and open to continuous development

• Want a flexible but structured career path with impact

Requirements:

• Must reside in New York

• 18+ with a valid U.S. Social Security Number

• Must pass a background check (no felonies)

• Willing to meet any licensing or compliance requirements (support available)

This is a long-term, remote opportunity for experienced professionals in New York looking to grow with purpose and flexibility.