Client Consultant - financial education remote

finance for change; United States; Remote; USD 65,000 - 250,000; Part time

Job summary

Finance for Change is seeking an entry-level Financial Advisor to provide personalized financial guidance and support clients in achieving financial wellness. This is a part-time, fully remote role, where you will help clients with budgeting, investment strategies, and life insurance recommendations. Join a collaborative, values-driven team focused on making a meaningful difference in financial futures.

Benefits

Supportive remote work culture

Ongoing professional development

Flexible schedule

Qualifications

• Client-focused with a mindset to empower financial wellness.
• Ability to work in a fully remote setting.

Responsibilities

• Provide personalized financial advice via zoom.
• Create tailored financial plans, including budgeting and investment strategies.
• Maintain long-term relationships with clients.

Skills

Understanding of personal finance

Life insurance knowledge

Excellent communication

Self-motivated

Job description

Client Consultant - financial education remote

Client Consultant - financial education remote

3 days ago Be among the first 25 applicants

At Finance for Change, we're on a mission to help individuals and families take control of their financial futures. We are a fully remote, people-first company dedicated to providing personalized financial guidance that empowers our clients to achieve lasting financial wellness. Our team is collaborative, values-driven, and deeply passionate about making a meaningful difference.

Role Overview

We’re seeking a knowledgeable, client-focused Financial Advisor to join our growing team. In this role, you’ll work one-on-one with clients to assess their financial situations, develop actionable plans, and guide them toward their short- and long-term goals—including budgeting, investment strategies, and life insurance solutions. You'll be part of a supportive team that thrives on collaboration, transparency, and continuous improvement.

Key Responsibilities

• Provide expert, personalized financial advice via zoom
• Analyze client financial health and identify areas for growth and improvement
• Create and present tailored financial plans, including budgeting, savings, investments, and life insurance recommendations
• Educate clients on life insurance options and assist in selecting suitable policies
• Maintain long-term relationships and provide ongoing support as clients’ needs evolve
• Stay informed on industry trends, products, and regulatory changes
• Collaborate with teammates to refine our services and enhance client experience
• Qualifications
• Understanding of personal finance, life insurance, and investment principles
• Excellent communication skills with a client-first mindset
• Self-motivated and comfortable working in a fully remote environment

What We Offer

• A supportive and inclusive remote work culture
• Ongoing professional development and train
• Flexible schedule and work-life balance
• The chance to help people transform their financial lives every day

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Finance and Sales

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