Financial Strategist

We are looking for ambitious, hardworking, entrepreneurial individuals that are ready to make an impact in the financial industry and on the lives of others. You will be provided the tools and mentorship needed to grow as a financial services professional. You will be part of a team of highly motivated financial professionals across the country, who enjoy helping others achieve their financial goals by providing real solutions to families from all walks of life and small business owners.

Through a proven onboarding process, you will gain financial advisory skills and quickly apply them to build business, generate clients, meet with clients, and deliver consultative financial advice – earning a sustainable career and business.

We work as fiduciaries in an open‑architecture structure of financial services and products, backed by a Fortune Global 500 company with $400 billion assets under management.

• Generate new client business utilizing traditional and digital channels.
• Meet with new clients to determine goals.
• Use financial‑illustration software to analyze solutions.
• Deliver a personalized financial plan.
• Communicate with clients and team.
• Participate in team meetings, training, and continuing education.
• Drive business expansion.
• Deepen knowledge and skills with ongoing training, conventions, and team meetings.

• Passion for financial security.
• Ability to connect with people.
• Leadership experience.
• College degree or 2+ years work experience.
• Self‑driven and entrepreneurial.
• Team player, coachable.
• Background in roles demonstrating success: nurses, social media/content creators, lifestyle influencers, military, athletes, real estate, entrepreneurs, insurance, finance, recruiting, accounting, economics, sales, remote work, travel.

• Life and Health Insurance License (already licensed preferred, or obtain within 30 days).
• Legally able to work in the United States (citizen, work permit with SSN).
• Must pass a background check and obtain required licenses and CE certificates.

This role is offered 100 % remote nationwide. Hybrid is optional within Beverly Hills or Los Angeles, CA.

Commission pay, bonus pay, and residual income. Successful candidates earn $100 300 – $153 200 annually.

Senior level, Full‑time, Finance and Sales.

We support a diverse workforce, equal opportunity for all, and do not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law.

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