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Remote Financial Strategy Coach Client Success

Remote / Online - Candidates ideally in
Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: JotForm Inc
Remote/Work from Home position
Listed on 2026-06-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 66000 USD Yearly USD 60000.00 66000.00 YEAR
Job Description & How to Apply Below
Position: Remote Financial Strategy Coach for Client Success
A financial services company is seeking a Financial Strategy Consultant for its Client Success Team. This role is fully remote, requiring candidates to work PST hours, preferably from the Phoenix, AZ area. The consultant will guide clients in developing personalized financial strategies to enhance their financial stability and success. A strong background in financial sales, education, coaching, or customer success is desirable.

Compensation starts at $60,000 with additional bonuses based on performance.
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