Build Your Legacy Now · 4 months ago
IT Professional – Financial Education & Wealth Strategy Consultant (Remote)
United States
Full-time
Remote
New Grad, Entry Level
$45K/yr - $145K/yrBuild Your Legacy Now is a company focused on empowering individuals and families through financial education and wealth-building strategies. They are seeking IT professionals to transition into a role where they will educate clients on financial concepts and help them achieve long-term financial goals, all while enjoying a flexible and rewarding career.
Financial Services
Responsibilities
Educate clients on key financial concepts such as income protection, retirement strategies, debt management, and wealth building
Help families strengthen their financial “infrastructure,” applying the same organized, logical thinking used in IT
Build trust-centered relationships through transparency, communication, and ethical guidance
Identify clients’ financial needs and create tailored strategies to help them reach long-term goals
Collaborate with a supportive team (many with IT backgrounds) who provide weekly mentorship and training
Build and manage your own client base while enjoying complete schedule flexibility
Qualification
Required
18 years or older
U.S. Social Security Number
Able to pass a background check
Willing to obtain a state life/health insurance license (training provided)
Professional, ethical, strong communication skills
Benefits
100% remote
Flexible scheduling
High-income potential
Leadership development and ongoing support
A positive, collaborative work culture
No prior financial background required
Company
Build Your Legacy Now
Build Your Legacy Now aims to provide individuals from diverse backgrounds the opportunity to become financial services business owners, ensuring every family has access to financial knowledge and resources for a better future.
Founded in 2022Rowlett, Texas, US
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase