Financial Wellness Advocate (Remote)

Overview

Are you someone who finds purpose in helping others make confident financial decisions? Step into a career where you can educate, empower, and uplift—all from the comfort of your home.

As a Financial Wellness Advocate, you’ll work directly with individuals and families, guiding them toward financial freedom through personalized advice and long-term planning. No prior financial experience is required—we provide comprehensive training and ongoing mentorship.

Your Role

Understand each client’s unique financial situation and goals

Conduct simple financial needs assessments and recommend appropriate solutions

Help clients build habits around savings, protection, and wealth creation

Be a consistent source of support, encouragement, and accountability

Grow professionally through leadership training and promotion pathways

Qualifications

Open to part-time applicants, fresh graduates, and career shifters

Willingness to learn and apply financial concepts

Excellent communication and listening skills

Self-motivated and purpose-driven

Comfortable working independently and remotely

What’s in It for You

Work-from-home flexibility with a results-based schedule

Health and life insurance benefits

Access to mentorship, certification programs, and leadership development

Opportunities for career promotion and long-term growth

Company Christmas gift and incentive programs

Supportive, mission-driven team culture