IT Professional – Financial Education & Wealth Strategy Consultant (Remote)

Job Summary

Titan Financials is expanding its team with professionals from analytical and problem-solving backgrounds who are seeking a career transition into a flexible, people-focused role with long-term growth potential.

This position offers reduced burnout, greater autonomy, and a clear progression path, while allowing you to apply structured thinking and communication skills to help individuals and families strengthen their long-term financial stability.

This role is not an IT position and not a traditional finance or sales role.
There is no coding, troubleshooting, technical support, or on-call work.

Comprehensive training, mentorship, and professional development are provided.

Role Description — This Is NOT an IT Position

In this role, you use analytical thinking, structured communication, and systems-based reasoning to guide clients through essential financial concepts and long-term planning decisions.

You work remotely with a flexible schedule and build a client base over time, creating a career that supports balance, ownership, and sustainable growth.

Key Responsibilities

• Educate clients on foundational financial concepts using clear, structured explanations

• Analyze individual needs and develop personalized strategy recommendations

• Communicate complex ideas in a simple, professional manner

• Build trust-based, long-term client relationships

• Participate in weekly coaching, mentorship, and training sessions

• Manage your schedule independently while growing your client base

Career Growth & Milestones

First 90 Days (3-Month Milestone)

Within the first three months, you establish a strong foundation and demonstrate readiness to operate independently:

• Obtain a U.S. state–issued Life Producer License

• Complete the firm’s structured onboarding and training program

• Develop proficiency in educating clients using approved frameworks

• Actively participate in weekly one-on-one and group training sessions

• Build confidence in client interactions and professional decision-making

• Achieve your first advancement milestone, reflecting consistent progress

First Year (12-Month Milestone)

By the end of your first year, you operate with confidence, consistency, and increasing responsibility:

• Execute role responsibilities independently and effectively

• Establish strong internal relationships with mentors, peers, and leadership

• Take on expanded responsibilities based on performance and readiness

• Achieve your second advancement milestone and maintain a defined path toward Broker-level qualification

• Build a career structure that offers long-term stability, autonomy, and professional ownership

Must-Have Qualifications

• 18 years of age or older

• Legally authorized to work in the United States

• Able to pass a background check, in accordance with applicable laws

• Comfortable working in a fully remote environment

• Willing to work as a 1099 independent contractor

• Comfortable with commission-based compensation

• Able to commit a minimum of 10 hours per week, including weekly trainings

• Willing to learn new concepts and follow a structured training program

• Willing to obtain a U.S. state-issued Life Producer License
  (training and guidance provided; licensing fees are the individual’s responsibility)

• Strong communication skills and professional demeanor

• Self-directed, reliable, and accountable

• Open to coaching, feedback, and continuous development

• Comfortable working directly with people and building trust-based relationships

Preferred Qualifications

• Experience in client-facing, customer-focused, or guidance-based roles

• Ability to explain complex ideas clearly and simply

• Experience working independently or in a self-managed environment

• Strong time-management and organizational skills

• Comfort following structured processes while working autonomously

• Experience setting and working toward long-term goals

• Professional maturity and reliability

• Experience handling confidential or sensitive information

• Interest in long-term career growth rather than short-term opportunities

Key Benefits

• 100% remote with flexible scheduling

• Reduced burnout compared to traditional roles

• Uncapped earning potential

• Clear advancement milestones

• Structured training and ongoing mentorship

• Career ownership and long-term stability

• No prior financial background required

Next Step

If you are seeking a career that offers flexibility, structure, and long-term growth—and want to transition into a role focused on education, guidance, and impact—this opportunity is designed for you.