We’re collaborating with experienced professionals throughout the Mid-East region who are ready to expand their impact and income potential in the financial space.

As a Financial Solutions Consultant, you’ll operate in a remote-first environment, guiding individuals and families through strategic decisions around income protection, retirement planning, and long-term financial wellness. This opportunity is built for those familiar with client consultations, solution-based discussions, or the broader financial services field.

Your Responsibilities Will Include:

• Conducting virtual client meetings via Zoom or phone

• Recommending tailored financial strategies using provided systems and tools

• Participating in ongoing mentorship and leadership development

• Managing your time and client relationships within a flexible structure

What We Provide:

• Streamlined digital systems for client interaction and management

• Access to mentorship, weekly coaching, and team collaboration

• Licensing guidance (if needed) and professional development resources

• Flexible, remote-first schedule with performance-based growth opportunities

Ideal Background Includes:

• Experience in financial services, insurance, banking, or client advisement

• Interest in scaling your impact in a purpose-driven, client-focused role

• Strong communication skills and commitment to professional development

• U.S.-based with a focus on Mid-East residents (NY, NJ, PA, MD, DC, DE, etc.)

Minimum Requirements:

• U.S. resident, 18+, with valid Social Security Number

• Clean background check (no felonies)

• Willing to meet applicable licensing requirements (we assist with this)

• Based in the Mid-East U.S. region

This is a remote-first opportunity for Mid-East professionals ready to grow their income, influence, and impact—with structure, mentorship, and digital tools built in.