Job summary

Join Our Team as a Financial Wellness Advisor

Are you ready to make a difference? We’re looking to fill part-time financial advisor positions right away. Request an interview today and start helping people transform their financial future within the week.

What Are the Position Details?

Our advisors guide clients through one-on-one sessions, helping them improve their financial health, reduce debt, and build long-term wealth. No previous experience in finance is required—we’re looking for individuals who enjoy working with others and are passionate about helping people achieve financial freedom.

Advisors earn a base pay of $30.00 per session, with opportunities for additional income through performance-based commissions. Even if you have a slower week, you’ll still be compensated for the sessions you’ve completed, with the potential to earn more based on your results.

We offer flexible scheduling that fits your lifestyle. Some of our advisors work full-time, while others balance part-time work with their studies, other jobs, or family obligations. This is a great opportunity for anyone looking to make a positive impact while earning extra income.

Our training program equips you with everything you need to succeed as a financial wellness advisor. We’ve been empowering people to excel since 2017, and the skills you’ll develop—financial literacy, client communication, and networking—are valuable in any career. After training, advisors work from home or locally, with most meetings and additional training sessions held online.

What Are the Core Responsibilities?

• Support the growth of a financial services incubator program
• Work with a professionally designed business builder to guide clients through different stages of their financial transformation.
• Master business planning, U.S. financial market nuances, client acquisition, and business growth strategies.
• Learn how to coach and provide comprehensive finance support services for U.S. consumers and businesses.
• Seamlessly connect potential clients with a team of financial services specialists who handle client support.

What Are the Basic Requirements?

• 18 years old or older
• Enjoys working with and helping others with excellent communication and interpersonal skills.
• Willing to learn and apply new skills
• Strong interest in entrepreneurship, financial analysis, and advisory or consulting.
• Self-motivated, detail-oriented, and able to work independently.

Who Would Do Well Here?

People from all walks of life have found success in this role—whether they have experience in retail, food service, customer service, administrative work, or even no work experience at all. If you have a positive attitude and enjoy working with people, you can thrive as a financial health advisor.

If you think you’d be a great fit for our team, fill out our application with your contact information, and a receptionist will text you with details about setting up a virtual interview with a manager. We welcome applicants of all ages and backgrounds, as we do not discriminate based on age or experience.