Financial Strategist

Heritage Capital Partners; United States; Remote; USD 25,000 - 150,000; Full time

Benefits offered by this job

Flexible schedule

Life insurance

Professional development assistance

Job summary

Talantir is seeking individuals to serve Midwest families and agribusiness clients with a relationship-first approach and long-term stewardship. No prior financial advisory background is required; US citizenship is required, and licensing, training, and mentorship are provided.

You will work with farmers, ranchers, and family-owned ventures to plan retirement, land transitions, estate strategies, and risk management while building trusted relationships in local communities.

Qualifications

• Must have strong interpersonal and communication abilities.
• Willingness to obtain required financial licenses (we guide you).
• No prior financial advisory background required.

Responsibilities

• Work directly with Midwest families, farmers, ranchers, and business owners to understand goals, land, and legacy.
• Help families plan for retirement, land transition, estate planning, and risk management.
• Assist clients with asset protection and income planning, insurance and tax-efficient planning, cash flow and capital management.
• Build long-term client relationships rooted in trust, service, and community.
• Educate clients in clear, practical language — not financial jargon.

Skills

Strong interpersonal skills

Relationship-first mindset

Comfort with families and small biz

Willingness to obtain licenses

Midwest work ethic

Education

Life & Health license preferred

Job description

Job Overview

We are a Midwest-based financial services firm working closely with *farmers, ranchers, landowners, and family-owned businesses*. We are seeking individuals who value *relationships, stewardship, and long-term thinking* and who want to build a meaningful career serving families connected to agriculture and rural communities.

This role is ideal for someone who understands, or is closely connected to, agriculture*, land ownership, rural business, or generational family enterprises*, and who wants to help families protect what they’ve built and plan for the future.

No prior financial advisory background is required. We do *require US citizenship.* We provide *licensing, training, and mentorship*.

What You’ll Do

• Work directly with Midwest families, farmers, ranchers, and business owners to understand their goals, land, and legacy
• Help families plan for *retirement, land transition, estate planning, and risk management*
• Assist clients with strategies related to:
• Asset protection and income planning
• Insurance and tax-efficient planning
• Cash flow and capital management
• Build long-term client relationships rooted in *trust, service, and community*
• Educate clients in clear, practical language — not financial jargon

Who This Role Is For

• Agriculture, ranching, farming, or agribusiness
• Rural banking, ag lending, or farm credit
• Insurance, real estate, or land services
• Family-owned business operations
• Career changers seeking meaningful, relationship-driven work

What We’re Looking For

• Strong interpersonal and communication skills
• A relationship-first mindset (not transactional sales)
• Comfort working with families and small business owners
• Willingness to obtain required financial licenses (we guide you)
• Midwest work ethic and values

*You do not need to be a CFP, advisor, or tech professional.*

Compensation & Growth

• Performance-based compensation with long-term residual income
• Flexible schedule with full-time or part-time paths
• Clear advancement opportunities for those who want to grow
• Ability to build a business rooted in your local community

Why This Role Is Different

This is not a call-center, tech sales, or corporate advisory role.

This is about *people, land, and legacy* — helping families protect what matters most.

This position involves obtaining and maintaining a state Life & Health insurance license and is 100% compensated through commissions.

Job Types: Full-time, Part-time

Pay: $25,000.00 - $150,000.00 per year

Benefits

• Flexible schedule
• Life insurance
• Professional development assistance

License/Certification

• life and health license (Preferred)

Work Location: Remote