Financial Strategist

This opportunity invites motivated individuals to develop a career in financial services with comprehensive training and mentorship. The role emphasizes client engagement, financial planning, and business growth in a supportive, nationwide team backed by a major financial corporation.Role responsibilities: Generate new clients through traditional and digital methods, meet with clients to assess goals, use financial software to create personalized plans, and participate in ongoing training and team activities.Candidate qualifications: Ideal candidates are entrepreneurial, passionate about financial security, possess strong communication and leadership skills, and have a college degree or relevant work experience. Other roles that translate well are, athletes, coaches financial professionals, social media, sales, entrepreneur, physical therapists, law, nurses, and real state. Licenses in life and health insurance are required or must be obtained within 30 days. Work environment and compensation: The position offers full remote work across the U.S. with optional hybrid locations in California, professional development support, and a compensation package including commission, bonuses, and residual income, with earning potential between $100,300 and $153,200. Equal opportunity employment is emphasized. Role DescriptionThis is a full-time on-site role for a Financial Strategist located in the Columbus, Ohio Metropolitan Area. The Financial Strategist will be responsible for developing financial plans, analyzing financial statements, managing financial services, and ensuring accurate accounting practices. Daily tasks include conducting in-depth financial analyses, creating financial models, advising on investment strategies, and working closely with other departments to support overall financial health of the organization.QualificationsFinancial Planning and Financial Services skillsStrong Analytical Skills and experience in FinanceProficiency in Accounting practicesExcellent problem-solving and decision-making abilitiesAbility to work on-site and collaborate with a teamBachelor's degree in Finance, Accounting, Economics, or related fieldProfessional certification (CFA, CPA, or similar) is a plus

Created: 2025-09-24