Remote Financial Strategy Coach Client Success
Remote / Online - Candidates ideally in
Surprise, Maricopa County, Arizona, 85374, USA
Listed on 2026-09-22
Surprise, Maricopa County, Arizona, 85374, USA
Listing for:
JotForm Inc
Full Time, Remote/Work from Home
position Listed on 2026-09-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Banking & Finance, FinTech
Job Description & How to Apply Below
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.
This Full Time opportunity is for the Remote Financial Strategy Coach for Client Success role at Jot Form Inc. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above. Learn more about the Remote Financial Strategy Coach for Client Success role in the description above.
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