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Innovate Financials · 1 day ago

Healthcare RN/NP/PA Financial Professional

United States

Part-time

Remote

New Grad, Entry Level

$51K/yr - $61K/yr

Innovate Financials is a team of financial professionals dedicated to empowering individuals and families through financial education. They are seeking a Healthcare RN/NP/PA to transition into a Financial Professional role, providing education on financial concepts and building relationships with clients.

Financial Services

Responsibilities

Educate individuals and families on key financial concepts such as income protection, retirement planning, debt management, and wealth building

Guide clients through life’s transitions—whether it’s protecting a new baby, preparing for college, or planning for retirement

Build genuine, trust-based relationships with clients through empathy, education, and integrity

Collaborate with a team of professionals (many with medical backgrounds like yours) for ongoing training, mentorship, and support

Maintain and grow your own client base with flexible scheduling—full-time or part-time

Qualification

Financial EducationClient Relationship BuildingEmpathyCommunicationService-Driven MindsetProblem SolvingTrustworthinessTeam Collaboration

Required

Registered Nurse, Nurse Practitioner or Physician Assistant license required

Ability to educate individuals and families on key financial concepts such as income protection, retirement planning, debt management, and wealth building

Ability to guide clients through life's transitions

Ability to build genuine, trust-based relationships with clients through empathy, education, and integrity

Ability to collaborate with a team of professionals for ongoing training, mentorship, and support

Ability to maintain and grow your own client base with flexible scheduling