Obsidian Legacies
Remote Financial Advisor
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.