Healthcare Financial Agent
3 days ago
Company Description
We are a mission-driven team of financial professionals committed to helping individuals and families build strong financial foundations through education, planning, and empowerment. We believe that financial literacy is the key to long-term stability and independence, and we are passionate about guiding our clients toward a more secure and confident future.
Role Description
Ideal for Registered Nurses, Physician Assistants, Medical Doctors and Nurse Practitioners seeking meaningful career transition
Are you a medical provider who loves serving others but is looking for a new path—one with more flexibility, reduced burnout, and lasting financial growth? You're not alone. Many of our team members come from medical backgrounds just like yours and have found rewarding success in the financial industry with our full training and supportive mentorship.
This is a fully remote, independent contractor opportunity ideal for those looking to explore PRN, part-time, or full-time options beyond traditional healthcare roles.
Key Features:
- Work-from-home flexibility
- Choose PRN, part-time or full-time commitment
- Full training and ongoing mentorship provided
- Please note: Not a clinical/ nursing position
Responsibilities:
- Help individuals and families understand essential financial principles including retirement planning, income protection, debt management, and long-term wealth strategies
- Provide guidance during major life transitions such as marriage, parenthood, career changes, or retirement through thoughtful planning and empathy
- Build and manage your own client portfolio with a flexible schedule
- Partner with a team of supportive professionals—many of whom are fellow healthcare providers—for collaboration, training, and continuous development
Why Medical provider thrive here:
- Compassion & Trust: Nurses are known for their deep empathy and integrity—qualities that translate seamlessly into financial advising and foster strong, lasting client relationships.
- Clear Communicators: Nurses are skilled at making complex topics understandable. This talent is invaluable when educating clients about financial strategies.
- Natural Problem-Solvers: In both healthcare and finance, the ability to assess needs and offer effective solutions is critical. Your clinical decision-making skills are a strong asset in this field.
- Service-Driven: Your desire to make a meaningful impact doesn't have to stop at healthcare. Here, you help families not only heal but thrive financially.
- Highly Trusted Professionals: Nurses are among the most trusted professionals, a reputation that builds immediate credibility when advising clients on personal financial matters.
f you're ready for a career that values your compassion, intelligence, and dedication—while offering personal freedom and financial growth—this could be the perfect next chapter.
We invite you to join a growing movement of medical professionals making a difference beyond the bedside.
Employment Type
Part-time
Job Types: Full-time, Part-time
Pay: $65, $79,303.02 per year
Work Location: Remote
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