Financial Consultant

Job Description:

Description

We’re seeking motivated individuals to join our team as Financial Consultants. This is a remote, commission-based opportunity where you’ll educate and guide clients through important financial decisions. Whether you're looking for a full-time career or part-time income, this role offers flexibility, independence, and the chance to grow within the financial industry — no prior experience required..

Legacy Wealth Strategies LLC is a mission-driven financial services firm committed to providing financial education to individuals, families, and communities. Our focus is on empowering people through tax-free strategies, wealth accumulation, retirement protection, and legacy planning. We believe financial freedom starts with knowledge — and we’re here to guide our clients every step of the way.

Responsibilities

• Provide financial education to individuals, families, and small business owners
• Guide clients through solutions including tax-advantaged strategies, wealth building, retirement protection, and legacy transfer
• Build and manage your own book of business as an independent agent
• Attend ongoing virtual training and mentorship sessions
• Assist clients in obtaining financial products and services that meet their needs
• Pursue state licensing with our support and resources

Requirements

Required:

• Must be 18+ and legally authorized to work in the U.S.
• Strong communication skills and a willingness to learn
• Self-motivated and goal-oriented
• Comfortable working independently in a remote environment

Preferred (but not required):

• Background in sales, customer service, education, or finance
• Bilingual is a plus
• State financial license (we will help you obtain this if needed)