Golden Legacy Financial · 2 hours ago
Finance Consultant
United States
Part-time
Remote
New Grad, Entry Level
$2,500/mo - $20,000/moGolden Legacy Financial is a nationwide, mission-driven financial services firm helping individuals and families across the U.S. achieve financial security. As a Financial Planning Consultant, you’ll help clients identify and reach their short-, mid-, and long-term financial goals, educating and empowering them to feel more confident about their financial futures.
Financial Services
No H1B
Hiring Manager
Michael Thigpen
Responsibilities
Help clients identify and reach their short-, mid-, and long-term financial goals
Educate, guide, and empower clients regarding their financial futures
Qualification
Required
Must be 18+ years old
Legal U.S. resident or citizen with SSN
Able to pass a background check
Willing to obtain a state license within 30–60 days
Strong integrity, accountability, and communication skills
Preferred
Passionate about helping others
Interested in personal finance, business, or entrepreneurship
A self-starter with good time management
Seeking flexibility and independence
Excited about building long-term income, not just a paycheck
Open to starting part-time and scaling to full-time
Benefits
No Fees for Clients – We’re paid by providers, not by the people we serve
Cutting-Edge Technology – Work efficiently with advanced fintech tools
Comprehensive Training – Weekly Zoom sessions, team collaboration, and one-on-one mentorship
Licensing Assistance – Reimbursement available; upfront licensing typically $200–$300
Performance bonuses & incentive trips
Clear advancement opportunities
Company
Golden Legacy Financial
A financial services agency with a mission to provide education and literacy to families everywhere.
Founded in 2024
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase