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Financial Consultant

Remote Senior Financial Planner & Life Coach

Remote / Online - Candidates ideally in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: Facet
Remote/Work from Home position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A financial services company in the US seeks a Sr. Financial Planner to work remotely as a financial life coach. You'll guide members towards achieving their financial goals through actionable advice and by using cutting-edge technology. The role emphasizes high-quality service through regular virtual meetings, building relationships, and efficiently managing member inquiries. Candidates should be passionate about financial planning and adept at leveraging technology to enhance the member experience.

This is an opportunity to disrupt traditional financial services.
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Position Requirements
10+ Years work experience
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