Build Your Legacy Now · 5 months ago
IT Professional – Financial Education & Wealth Strategy Consultant
United States
Full-time
Remote
New Grad, Entry Level
$45K/yr - $145K/yrBuild Your Legacy Now is expanding its team with professionals seeking a career transition into a flexible, people-focused role. This position involves educating clients on foundational financial concepts and building trust-based relationships while managing a client base independently.
Financial Services
Responsibilities
Educate clients on foundational financial concepts using clear, structured explanations
Analyze individual needs and build personalized strategy recommendations
Communicate complex ideas in a simple, understandable way
Build trust-based, professional relationships with clients
Participate in weekly coaching, mentorship, and training sessions
Manage your schedule independently while growing your client base
Qualification
Required
18 years of age or older
Legally authorized to work in the United States
Able to pass a background check (as required by law)
Comfortable working in a fully remote environment
Willing to work as a 1099 independent contractor
Comfortable with commission-based compensation
Able to commit a minimum of 10 hours per week, including weekly trainings
Willing to learn new concepts and follow a structured training program
Willing to obtain a U.S. state–issued Life Producer License within 30 days
Strong communication skills and professional demeanor
Self-directed, reliable, and accountable
Open to coaching, feedback, and continuous development
Comfortable working directly with people and building trust-based relationships
Preferred
Experience in client-facing, customer-focused, or guidance-based roles
Ability to explain complex ideas clearly and simply
Experience working independently or in a self-managed environment
Strong time-management and organizational skills
Comfort following structured processes while working autonomously
Experience setting and working toward long-term goals
Professional maturity and reliability
Experience handling confidential or sensitive information
Interest in long-term career growth rather than short-term opportunities
Benefits
100% remote work
Flexible scheduling
Uncapped earning potential
Structured training and mentorship
Leadership development opportunities
Supportive, growth-oriented team environment
No prior financial background required
Company
Build Your Legacy Now
Build Your Legacy Now aims to provide individuals from diverse backgrounds the opportunity to become financial services business owners, ensuring every family has access to financial knowledge and resources for a better future.
Founded in 2022Rowlett, Texas, US
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase