We’re currently partnering with driven professionals in the District of Columbia who are ready for a flexible, purpose-driven remote career in financial services.
As a DC Wealth Strategist , you’ll guide individuals and families through practical strategies that support income protection, debt management, and retirement planning. You’ll receive full training, mentorship, and licensing support to help you succeed—even if you’re transitioning from a different field.
This opportunity is structured for growth, purpose, and long-term impact—with the ability to work remotely and manage your own schedule.
Conduct Zoom-based consultations to assess client goals
Present simple, effective strategies using tools and scripts provided
Follow a mentorship-driven system to build confidence and consistency
Grow professionally through weekly coaching and performance recognition
Licensing support and onboarding training (no experience needed)
CRM tools, templates, and ongoing professional development
Remote flexibility with both part-time and full-time availability
Advancement opportunities based on consistency and performance
D.C.-based professionals seeking career growth with mission and flexibility
Career changers, educators, or service professionals with strong people skills
Self-motivated individuals who value mentorship and structured progress
Must reside in the District of Columbia
Must be 18+ with a valid Social Security Number
Must pass a background check (no felonies)
Willing to complete state life & health license requirements (we provide support)
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