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[Remote] Finance Consultant

Remote role Full-time Open position

Note: The job is a remote job and is open to candidates in USA. 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.

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

Skills

  • 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
  • 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 Overview

  • A financial services agency with a mission to provide education and literacy to families everywhere. It was founded in 2024, and is headquartered in , with a workforce of 2-10 employees. Its website is .
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