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[Remote] Financial Strategist

Remote, USA Full-time Posted 2026-06-13

Note: The job is a remote job and is open to candidates in USA. Profectus Ventures is a company dedicated to empowering families through financial education and strategies. They are seeking a Financial Strategist who will educate individuals about financial accounts and strategies, helping them to change their lives and legacies.


Responsibilities

  • Learn about The Banking Concept and other common financial accounts and savings strategies
  • Educate individuals and families about the numerous advantages of Indexed Accounts and Tax Free Retirement Accounts
  • Change lives and legacies

Skills

  • Excellent verbal and virtual communication skills
  • Ability to pass a thorough background check
  • Must have a heart for helping people... a genuine desire to improve people's lives and legacies
  • Must have integrity... do what you say you're going to do
  • Must be coachable and appreciate strong leadership

Benefits

  • Autonomy: Build a business that fits your life, not the other way around.
  • Mastery: We provide the world-class training and turn-key system to help you master relationships and financial architecture.
  • Impact: You won't just be moving numbers; you'll be saving families from the "Tax Trap" and building generational wealth.

Company Overview

  • We believe that financial freedom isn't a stroke of luck—it’s a discipline. It was founded in 2022, and is headquartered in Franklin, TN, US, with a workforce of 2-10 employees. Its website is https://www.profectusP3.com.

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