Client Success & Strategy Consultant (Investment / Wealth Management)

We are seeking a highly polished, financially literate professional to serve as the face of our platform. You will conduct scheduled Zoom consultations with prospective and current members, guiding them through our specialized investment tools and strategy builders. Because you will be speaking directly with financial professionals and serious investors, you must possess a strong foundation in investment strategy and maintain a sharp, executive presence at all times. Key Responsibilities Conduct Video Consultations: Lead one-on-one Zoom calls with users, acting as a knowledgeable guide and brand ambassador. Platform Demonstrations: Walk users through technical investment tools, explaining features and methodologies with clarity and confidence. Strategic Dialogue: Discuss investment concepts, portfolio construction, and quantitative metrics naturally and accurately. Maintain Premium Branding: Look and act the part of a high-end financial professional. Your on-camera setup (lighting, audio, background) and personal presentation must be impeccable. Who You Are Financial Background: You have direct professional experience in investment advising, wealth management, or a specialized degree in finance/investing. Exceptional Communicator: You can translate complex, rules-based investment strategies into clear, digestible guidance. Polished & Professional: You understand the expectations of high-net-worth or institutional clients and project immediate credibility on camera. Tech-Fluent: You are entirely comfortable navigating complex web platforms, sharing screens seamlessly, and managing video conferencing software. To Apply, Please Provide: A brief overview of your background in the investment industry. A short (1-2 minute) video introduction of yourself so we can assess your on-camera presence and audio/video quality. Applications without a video sample will not be considered. Your hourly rate and general availability.