Strategic Ascent LLC
Position Title: Financial Strategist
Location: Remote | United States, Canada, & Puerto Rico
Job Type: Full-Time | Part-Time
About Strategic Ascent
Strategic Ascent is a rapidly growing financial services organization focused on leadership development, financial education, and helping families build long-term financial security.
We are seeking motivated, coachable, and growth-minded individuals who want more than just a job. This opportunity is ideal for professionals who value leadership, personal growth, meaningful relationships, and long-term career development.
This role is a strong fit for individuals with backgrounds in:
- Financial Services
- Military or veterans
- Sales or leadership
- Entrepreneurship
- Real estate or mortgage
- Athletics or coaching
- Customer service or hospitality
- Business development
No prior financial advisory background is required. We do require US citizenship and 18 years and older. We provide licensing, training, and mentorship. You do need to have the financial ability to pursue your license if you do not have one already.
What You’ll Do
- Work directly with with individuals, families, business owners, and investors
- Help clients identify financial goals and areas of concern
- Educate clients on foundational financial principles
- Assist with customized financial strategies
- Build long-term professional relationships
- Develop leadership, communication, and business skills
What We’re Looking For
- Strong communication and people skills
- Coachable and growth-oriented mindset
- Professionalism and personal accountability
- Comfortable in a performance-driven environment
- Willingness to obtain required financial licenses (we guide you)
- Strong work ethic and self-discipline
You do not need to be a CFP, advisor, or tech professional.
Why This Role Is Different
This is not a call-center, tech sales, or corporate advisory role. This is about people, strategy, and legacy — helping clients protect what matters most.
This position involves obtaining and maintaining a state Life & Health insurance license and is 100% compensated through commissions.
This is likely NOT a fit for individuals seeking guaranteed hourly pay or low-accountability work.
Compensation & Growth
- Performance-based compensation with long-term residual income
- Flexible schedule with full-time or part-time paths
- Clear advancement opportunities for those who want to grow
- Ability to build a business rooted in your local community
Job Types: Full-time, Part-time
Pay: $35,000.00 - $250,000.00 per year
Benefits:
- Flexible schedule
- Professional development assistance
Application Question(s):
- Are you looking for a full-time or part-time opportunity?
- 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 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?
- This position requires you to have the financial ability to obtain, at a minimum a life and health license. Are you able to meet this requirement?
- Describe the type of work environment where you perform best.
- This job requires you to be a minimum of 25 years of age. Do you meet this requirement?
Work Location: Remote
