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