Remote Entry-Level Financial Coach

The Wilson Legacy Group, LLC is dedicated to educating families about achieving financial stability and the importance of income protection to safeguard their loved ones during uncertain times. Our mission is to empower individuals with knowledge and strategies to build secure financial futures. We focus on providing personalized solutions that meet the unique needs of each family we serve, helping them navigate financial challenges with confidence.

We are seeking an Entry-Level Financial Coach for a part‑time or full‑time, commission based remote opportunity. This opportunity will allow you to be mentored by million dollar earners, who will help you navigate assisting clients effectively by developing customized financial plans, analyzing financial data, and providing income protection recommendations. Other responsibilities include preparing financial reports, communicating strategies, and offering guidance to clients to help them improve their financial well‑being.

• Strong Analytical Skills and ability to interpret financial data
• Excellent Communication skills to engage effectively with clients
• Detail‑oriented, organized, and able to manage time effectively
• Eagerness to learn and grow in a client‑focused environment
• Coachable and willing to take direction and implement blueprint to success
• Entrepreneurial in spirit; has a heart to serve others

• Those who are not entrepreneurial
• If you are looking for a boss to tell you "what to do" and you just want or need a paycheck, don't bother applying
• Someone who thinks jobs are secure
• Not a U.S. Citizen or Permanent Resident (Visas of any kind are NOT sponsored)

If you desire to make a real difference, you're not just looking for a paycheck, but you do want the mentorship of millionaires, then this is the winning team you want to be on!