Financial Consultant
Position Overview
Are you a nurse, healthcare professional, or people-first professional looking to leverage your clinical experience, communication skills, and passion for helping others in a new and rewarding way? We are seeking motivated nurses and healthcare professionals to join our team as Financial Consultants, helping individuals, families, and business owners make informed decisions about their financial future.
This flexible remote opportunity lets healthcare professionals apply their expertise in education, client advocacy, and relationship building — while receiving training in financial strategies, retirement planning, wealth preservation, and life insurance solutions. No prior financial services experience is required.
Responsibilities
- Educate clients on financial wellness and protection strategies
- Conduct virtual consultations and needs-based assessments
- Help clients identify goals around retirement, college funding, wealth accumulation, and income protection
- Present financial solutions tailored to client needs and objectives
- Build and maintain long-term client relationships
- Participate in ongoing training, professional development, and team meetings
- Maintain compliance with all licensing and regulatory requirements
- Collaborate with mentors and team leaders to support client success
Preferred Skills
- Patient education and counseling experience
- Case management or care coordination experience
- Leadership, training, or mentoring experience
- Ability to build trust and communicate complex information clearly
Qualifications
- Active RN or NP license, or equivalent client-facing professional experience
- Strong communication and interpersonal skills
- Passion for education, coaching, and helping others
- Self-motivated and goal-oriented
- Comfortable working remotely and using virtual meeting platforms
- Ability to work independently and manage time effectively
- Willingness to obtain a Life Insurance License (if not currently licensed)
What We Offer
- Flexible part-time and full-time opportunities
- Remote work environment
- Comprehensive training and mentorship
- Leadership development programs
- Performance-based compensation
- Opportunities for advancement and professional growth
- A supportive team culture focused on personal and professional development
Why Nurses & Healthcare Professionals Excel in This Role
Nurse Practitioners have spent their careers educating, advocating for, and serving others. The same skills used to assess patient needs, develop care plans, and build trust translate exceptionally well into financial consulting. Your ability to listen, educate, and guide individuals through important life decisions can make a meaningful impact on the financial well-being of the families you serve.