Remote Financial Consultant – Flexible Schedule
Job Summary
Are you looking for more than just a paycheck?
At Bridge 2 Better Life, our mission is simple:
Enriching Lives Through Connection.
We help families, business owners, and professionals create clarity around their finances — not through pressure or product pitching — but through education, strategy, and long-term planning.
We are expanding and looking for motivated, ethical individuals who want to build something of their own while making a real impact in the lives of others.
What We Do
We work with a nationwide network of 190+ top-rated financial institutions and offer access to 3,000+ financial solutions across insurance and securities. Our structured 6-step planning process helps clients:
• Improve cash flow and organization
• Eliminate inefficient debt
• Build emergency reserves
• Protect income and assets
• Reduce tax exposure where appropriate
• Create long-term wealth and legacy plans
This is strategy-first, relationship-driven work.
The Opportunity
As a Financial Strategist, you will:
• Educate clients on financial fundamentals most people were never taught
• Help design personalized strategies aligned with their goals
• Build long-term client relationships
• Optionally grow and mentor a team
No prior financial experience required. We provide licensing guidance, training, mentorship, and a structured onboarding process.
Who This Is For
✔ Self-starters who want autonomy
✔ Entrepreneurs or professionals seeking a pivot
✔ Coaches, real estate professionals, sales backgrounds, veterans, educators
✔ Individuals who want flexible, remote income
✔ People who care about impact and legacy
Requirements:
• 18+ years old
• U.S. or Puerto Rico resident
• Able to pass background check
• Willing to obtain state licensing (we guide you through it)
Compensation & Structure
• 1099 commission-based income
• Performance bonuses and stock opportunities
• Part-time or full-time flexibility
• Fully remote
• Build your own book of business
• No income caps
This is not a salaried position. Income is performance-based.
Why Bridge 2 Better Life?
This isn’t about transactions.
It’s about transformation.
We believe financial education changes families for generations.
We believe people deserve options.
And we believe you should be able to build something you control.
If you’re looking for a traditional job, this likely isn’t it.
If you’re looking to build a business within a proven system — let’s talk.
Apply today to schedule an introductory conversation.
Pay: $25,000.00 - $150,000.00 per year
Benefits:
• Financial planning services
• Professional development assistance
• Referral program
Application Question(s):
• Are you looking for a full-time or part-time opportunity?
• Are you currently licensed in financial services (Life & Health Insurance, Securities, etc.)?
• Would you be willing to obtain the necessary state licensing?
• Do you have experience in sales, business, customer service, or finance?
• Are you comfortable with a commission-based compensation structure?
• This role is remote. Do you have access to a reliable internet connection and a quiet professional space for client meetings?
• Are you open to mentorship, training, and professional development to grow your career?
• Do you have aspirations of leadership or building a team in the future?
• If offered an interview, would you be available to schedule a Zoom call—and are you able to show up professionally dressed, on a laptop (not a phone), and prepared for the conversation?
Work Location: Remote
Apply tot his job
Apply To this Job
Are you looking for more than just a paycheck?
At Bridge 2 Better Life, our mission is simple:
Enriching Lives Through Connection.
We help families, business owners, and professionals create clarity around their finances — not through pressure or product pitching — but through education, strategy, and long-term planning.
We are expanding and looking for motivated, ethical individuals who want to build something of their own while making a real impact in the lives of others.
What We Do
We work with a nationwide network of 190+ top-rated financial institutions and offer access to 3,000+ financial solutions across insurance and securities. Our structured 6-step planning process helps clients:
• Improve cash flow and organization
• Eliminate inefficient debt
• Build emergency reserves
• Protect income and assets
• Reduce tax exposure where appropriate
• Create long-term wealth and legacy plans
This is strategy-first, relationship-driven work.
The Opportunity
As a Financial Strategist, you will:
• Educate clients on financial fundamentals most people were never taught
• Help design personalized strategies aligned with their goals
• Build long-term client relationships
• Optionally grow and mentor a team
No prior financial experience required. We provide licensing guidance, training, mentorship, and a structured onboarding process.
Who This Is For
✔ Self-starters who want autonomy
✔ Entrepreneurs or professionals seeking a pivot
✔ Coaches, real estate professionals, sales backgrounds, veterans, educators
✔ Individuals who want flexible, remote income
✔ People who care about impact and legacy
Requirements:
• 18+ years old
• U.S. or Puerto Rico resident
• Able to pass background check
• Willing to obtain state licensing (we guide you through it)
Compensation & Structure
• 1099 commission-based income
• Performance bonuses and stock opportunities
• Part-time or full-time flexibility
• Fully remote
• Build your own book of business
• No income caps
This is not a salaried position. Income is performance-based.
Why Bridge 2 Better Life?
This isn’t about transactions.
It’s about transformation.
We believe financial education changes families for generations.
We believe people deserve options.
And we believe you should be able to build something you control.
If you’re looking for a traditional job, this likely isn’t it.
If you’re looking to build a business within a proven system — let’s talk.
Apply today to schedule an introductory conversation.
Pay: $25,000.00 - $150,000.00 per year
Benefits:
• Financial planning services
• Professional development assistance
• Referral program
Application Question(s):
• Are you looking for a full-time or part-time opportunity?
• Are you currently licensed in financial services (Life & Health Insurance, Securities, etc.)?
• Would you be willing to obtain the necessary state licensing?
• Do you have experience in sales, business, customer service, or finance?
• Are you comfortable with a commission-based compensation structure?
• This role is remote. Do you have access to a reliable internet connection and a quiet professional space for client meetings?
• Are you open to mentorship, training, and professional development to grow your career?
• Do you have aspirations of leadership or building a team in the future?
• If offered an interview, would you be available to schedule a Zoom call—and are you able to show up professionally dressed, on a laptop (not a phone), and prepared for the conversation?
Work Location: Remote
Apply tot his job
Apply To this Job