Obsidian Legacies

Remote Financial Advisor

Hayward, WI • Posted 1 weeks ago
Remote Part Time Not specified Level general
We are currently seeking individuals interested in a flexible, remote opportunity focused on financial education and client support. In this role, you will work with individuals and families to help them better understand topics such as insurance, financial protection, and retirement planning. The focus is on education and guidance, not high-pressure sales. Responsibilities: Educate clients on financial topics including insurance and retirement strategies Conduct virtual meetings and provide clear, simple guidance Build and maintain client relationships Support individuals in making informed decisions Qualifications: Strong communication and interpersonal skills Self-motivated and comfortable working independently Interest in helping others and learning financial concepts Life insurance license is a plus (not required) Additional Information: Flexible schedule (part-time or full-time) Remote/work-from-home Training and support provided Apply to learn more about the opportunity.
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