Financial Expert (1099 Contractor) at MAI Wealth Management, Inc.

, , United States -

Full Time

Start Date

Immediate

Expiry Date

31 Dec, 25

Salary

0.0

Posted On

02 Oct, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Financial Coaching, Economic Advising, Salary Negotiation, Budgeting, Debt Management, Credit Building, Career Transitions, Retirement Planning, Caregiving, Financial Wellness, Financial Assistance, Consulting, Resource Development, Community Engagement, Collaboration

Industry

technology;Information and Internet

Description

Join Sam: The Support System for Women About Sam (wearesam.co) The United States does not have a support system for women—so we’re building one. At Sam, we are redefining expert guidance, offering high-caliber, evidence-based support for women navigating life’s financial complexities related to both career growth and caregiving responsibilities. Launching in April 2025, Sam provides trusted financial guidance, curated resources, and a private, women-only community. For Financial Experts, Sam offers a platform to engage with a steady pipeline of high-caliber clients—women seeking financial clarity, career-aligned planning, and caregiving-related financial strategies without investment advice. Who We’re Looking For We are seeking experienced financial experts who specialize in career and caregiving-related financial guidance, such as: Salary Negotiation & Compensation Strategy – Helping women advocate for higher pay and better benefits Budgeting & Cash Flow Optimization – Teaching women how to align their spending with career goals and caregiving responsibilities Debt Management & Credit Building – Providing strategies to reduce debt and improve financial security Career Transitions & Financial Planning – Helping women navigate financial changes due to layoffs, promotions, entrepreneurship, or shifts in caregiving roles Retirement Readiness & Future Planning – Guiding clients through early retirement strategies, long-term financial wellness, and balancing work with caregiving Caregiving & Financial Wellness – Supporting women managing financial responsibilities related to eldercare, childcare, medical expenses, and long-term care planning Navigating Financial Assistance & Benefits – Helping caregivers access available financial resources, including government programs, employer benefits, and tax strategies for dependent care Note: This is not an investment advisory role. Financial experts do not provide securities recommendations, investment planning, or financial product sales. Why Join Sam? High-Caliber Clients – Work with ambitious, professional women navigating career growth and caregiving responsibilities Premium Platform – No marketing, no client hunting—just consulting opportunities Collaborative Ecosystem – Engage with career, legal, and business experts to provide holistic financial consulting Thought Leadership – Contribute to roundtables, white papers, and financial literacy webinars Ultimate Flexibility – Set your own rates, define your schedule, and work remotely Commitment to Excellence – Sam prioritizes evidence-based, research-backed guidance Key Responsibilities One-on-One Financial Consulting – Provide structured, non-investment financial guidance for both career transitions and caregiving-related financial needs Resource Development – Contribute articles, guides, and financial tools to Sam’s knowledge hub Community Engagement – Lead masterclasses, live Q&As, and group consulting sessions on career and caregiving financial topics Collaborative Solutions – Work with career, legal, and business experts to deliver comprehensive financial support Qualifications 10+ years of experience in financial planning, financial coaching, or economic advising 5+ years of consulting or advisory experience with measurable client success Certifications/Licenses: AFC (Accredited Financial Counselor), CFP (Certified Financial Planner), or equivalent credentials preferred Bachelor’s or higher degree in a relevant field Proven Track Record: Testimonials, reviews, and reference checks required Digital Proficiency: Strong LinkedIn presence, Zoom expertise, and operational excellence in online consulting Sam is not a typical coaching marketplace—we are a curated, high-caliber ecosystem. If you meet the qualifications, we want to hear from you. How to Apply: How to Apply: Please submit your CV and answer a few questions here: https://wearesam.typeform.com/to/I3tpvRHI . Due to high demand, only qualified candidates will be contacted.

Responsibilities

Provide structured, non-investment financial guidance for career transitions and caregiving-related financial needs. Contribute articles, guides, and financial tools to Sam’s knowledge hub and lead masterclasses on relevant topics.