Financial Strategist with or without License

Join a growing team dedicated to helping individuals and families achieve financial independence through education and personalized financial strategies.What You'll Do:Meet with clients virtually to assess financial goals and needs.Educate clients on budgeting, debt management, protection strategies, retirement planning, investments, and mortgage solutions.Develop customized financial game plans.Build and maintain long-term client relationships.Participate in team training, mentorship, and professional development.What We Offer:Flexible part-time and full-time schedules.Free CoachingWork-from-home opportunity.No experience required.Comprehensive training and mentorship provided.State licensing support with License fee reimbursement.Performance-based income with advancement opportunities.A supportive, team-oriented environment focused on personal and professional growth.Qualifications:Self-motivated and coachable.Desire to help families improve their financial future.Ability to work independently and as part of a team.Professional licenses are a plus, but not required.Benefits:Employee assistance programEmployee discountFlexible scheduleLife insuranceProfessional development assistanceRetirement planTuition reimbursementWork Location: Remote