Financial Strategy Consultant

JotForm Inc; Phoenix (AZ); Remote; USD 60,000 - 66,000; Full time

Job summary

A financial services company is seeking a Financial Strategy Consultant for its Client Success Team. This role is fully remote, requiring candidates to work PST hours, preferably from the Phoenix, AZ area. The consultant will guide clients in developing personalized financial strategies to enhance their financial stability and success. A strong background in financial sales, education, coaching, or customer success is desirable. Compensation starts at $60,000 with additional bonuses based on performance.

Qualifications

• Passion for helping people succeed financially.
• Able to break down complex financial topics.
• Comfortable navigating financial challenges.
• Experience with CRMs and financial software.
• Finds creative solutions to obstacles.
• Uses spreadsheets and logical frameworks.
• Manages multiple clients efficiently.
• Open to feedback and professional growth.
• Can self-manage while aligning with leadership.

Responsibilities

• Develop and implement customized financial strategies.
• Communicate complex financial concepts clearly.
• Provide ongoing coaching and accountability.
• Educate clients on financial products and strategies.
• Troubleshoot client concerns and provide guidance.
• Engage with client community and respond quickly.
• Conduct regular check-ins for client motivation.
• Identify upselling opportunities for clients.
• Encourage participation in higher-tier programs.

Skills

Client-First Mentality

Strong Communication Skills

Problem-Solving Ability

Tech-Savvy & Adaptable

Persistent & Resilient

Analytical Thinking

Organized & Efficient

Coachable & Accountable

Independent Worker

Education

Financial Sales experience

Education or training background

Coaching or counseling experience

Customer Success & Support background

Job description

Accelerated Banking - Financial Strategy Consultant – Client Success Team

Location: Remote / Work Hours: PST Business Hours

Hey There! Thank you for your interest in the Kwak Brothers Organization-Financial Strategy Consultant position! This is an application to screen your qualifications. We look at three main criteria. (1) Skill fit, (2) Cultural Fit, and (3) Assessment Fit. We look at these three main attributes to see if you're a ready candidate for our position.

ABOUT THE POSITION: We are looking to hire anew consultant to expand our Client Success Team in the next 30 days. The Financial Strategy Consultant plays a pivotal role in guiding clients through personalized financial strategies to reduce debt, improve financial stability and build long-term financial health. This role focuses on client education, engagement and retention while identifying opportunities to provide additional financial solutions tailored to each client’s unique situation.

You will serve as the trusted point of contact for clients, ensuring they stay on track with their financial plans and feel supported throughout their journey. A blend of financial advisory, client coaching and strategic consulting is required to excel in this position.

KEY RESPOSIBILITIES:

• Develop and implement customized financial strategies to help clients eliminate debt and achieve financial independence.
• Clearly communicate complex financial concepts in an easy-to-understand and relatable way to clients.
• Provide ongoing coaching and accountability to ensure clients follow their personalized financial roadmaps.
• Educate clients on various financial products, strategies and tools that align with their needs and goals.
• Troubleshoot client concerns and roadblocks while providing real-time financial guidance.

Client Engagement & Community Support

• Respond to client emails, text messages and forum posts by the end of each business day.
• Actively moderate and engage with the client community on Circle (our support and engagement platform).
• Conduct regular check-ins and progress tracking for clients to ensure continued motivation and success.
• Identify upselling opportunities for clients who would benefit from additional financial products or coaching.
• Effectively guide clients toward the next step in their financial journey, whether that be additional education, a consultation with a financial professional or another product offering.
• Utilize persuasion and education to encourage client participation in Accelerated Banking’s higher-tier programs (i.e., real estate investing at a $15K level).

KEY CHARACTERIStICS & SKILLS

• Client-First Mentality: Passion for helping people succeed financially, with a coaching approach.
• Strong Communication Skills: Able to break down complex financial topics in a way that’s engaging, simple and actionable.
• Problem-Solving Ability: Comfortable navigating financial challenges and helping clients troubleshoot their situations.
• Tech-Savvy & Adaptable: Comfortable using CRMs, client tracking tools and financial software platforms.
• Persistent & Resilient: Finds creative solutions and doesn’t let obstacles stop forward momentum.
• Analytical Thinking: Uses spreadsheets, reports and logical frameworks to help clients build effective strategies.
• Organized & Efficient: Manages multiple clients at once, ensuring all inquiries and support needs are met.
• Coachable & Accountable: Open to learning, feedback and professional growth within a fast-moving company.
• Independent Worker: Can self-manage tasks and clients while maintaining strong alignment with the leadership team.

PREFERRED BACKGROUND & EXPERIENCE

The ideal candidate may come from various backgrounds that lend well to this role:

• Financial Sales – Mortgage lending, financial advising or banking experience.
• Education – Teachers, financial literacy educators or trainers with strong communication skills.
• Ministry & Coaching – Pastors, counselors or life coaches with experience guiding people through important life decisions.
• Customer Success & Support – Strong background in client engagement, troubleshooting and guidance.

COMPENSATION: The compensation for this position is $60,000 annual base salary during the first 90‑day probationary period, and $66,000 post‑probation. Additional compensation in the form of bonuses and performance incentives is based on client retention, success rates and ascension performance.

LOCATION/HOURS: This is a fully remote position, but must be willing to work PST hours. Preference for Phoenix, AZ metro-based candidates.

Upon completion of this application we will contact you to conduct an interview if we feel you may be a good fit for the position. Thank you for considering joining our team!