Finance Consultant jobs in United States
cer-icon
Apply on Employer Site
company-logo

Golden Legacy Financial · 11 hours ago

Finance Consultant

Golden Legacy Financial is a national, mission-focused financial services organization dedicated to helping families achieve long-term financial security. They are seeking motivated individuals to join their team as Remote Financial Consultants, where the role involves educating and empowering clients to achieve their financial goals, from short-term savings to long-term retirement strategies.

Financial Services
badNo H1Bnote

Responsibilities

Educate and empower individuals and families to achieve their financial goals
Provide financial education and planning services
Create customized strategies for clients based on their needs

Qualification

State insurance licenseFinancial planningRetirement planningCommunication skillsTime management

Required

18 years or older
U.S. Citizen or Legal Resident with SSN
Able to pass a background check
Willing to obtain a state insurance license within 30–60 days
High integrity, professionalism, and communication skills

Preferred

Passionate about helping others
Interested in finance, business, or entrepreneurship
Self-motivated with strong time management skills
Seeking flexibility, autonomy, and purpose
Open to starting part-time and growing into a full-time role

Benefits

No Fees for Clients – We’re paid by providers, never by the families we serve
Advanced Fintech Tools – Streamline your work with modern technology
Weekly Training & Mentorship – Ongoing support and professional development
Licensing Support – We assist with licensing (initial cost typically $200–$300; reimbursement available)
Performance-based bonuses & travel incentives

Company

Golden Legacy Financial

twitter
company-logo
A financial services agency with a mission to provide education and literacy to families everywhere.

Funding

Current Stage
Early Stage
Company data provided by crunchbase