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:
