Financial Consultant

Our Financial Health • Full-time • New York, New York, United States • $50k - $87.79k / year • 3m ago

About Us:

Our Financial Health is a rapidly growing economic empowerment company committed to helping individuals build generational wealth through financial education, strategic consulting, and access to trusted products and services. We specialize in hosting Financial Wellness & Homeownership Expos, managing business-in-a-box opportunities, and providing a platform for community members to take control of their financial futures. We are launching new national initiatives and need high-caliber talent to support our explosive growth.

Role Overview:

We are seeking a Senior In-House Financial Consultant to lead our virtual financial consultation division. This role involves conducting one-on-one consultations with pre-qualified individuals seeking guidance in areas such as:

Credit building & repair
First-time homeownership
Small business investment opportunities
Group investment funds & passive income strategies
Insurance, estate planning, and more

You’ll be responsible for:

Conducting thorough 30-minute virtual financial consultations.
Creating individualized financial roadmaps using our internal tools.
Recommending vetted financial products and services.
Referring clients to our network of trusted professionals.
Following up to track results and maximize client success.

Ideal Candidate:

Deep knowledge of financial wellness, credit, and investment fundamentals
Proven experience in financial services, consulting, or financial coaching
Excellent communication skills and emotional intelligence
Comfortable working in a fast-paced, startup-like environment
Tech-savvy with the ability to use virtual meeting tools and CRM software
Integrity-driven with a passion for helping underserved communities

Why Join Us?

✅ Unmatched growth potential with leadership opportunities

✅ Access to exclusive programs and investment offers

✅ Work-from-anywhere flexibility

✅ Bonuses tied to client success and service conversions

✅ Be part of a mission-focused team transforming financial access

Job Types: Full-time, Part-time

Pay: $50,000.00 - $87,789.84 per year

Expected hours: 40 per week

Benefits:

401(k) matching
Flexible schedule

Compensation Package:

Bonus opportunities

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