Archebridge Organization (AO)
Job Title: Financial Consultant – Veteran Category Lead
Location: Remote, USA
Job Type: Full Time
Reports To: Director of Financial Services
Base Salary: $70,000 – $95,000 per year
With Bonuses: Can range from $90,000 – $130,000+ annually
At Archebridge , we believe in bridging financial opportunity with social impact. We’re a purpose-driven financial services organization committed to empowering individuals and communities through strategic financial guidance, personalized consulting, and long-term planning solutions.
As we expand our reach, we are seeking a dedicated and experienced Financial Consultant to lead our Veteran Category —a key initiative designed to support and uplift military veterans through specialized financial consulting, planning, and resources.
The Veteran Category Lead will serve as the primary financial advisor and program head for Archebridge’s veteran-focused services. This role combines expert financial consulting with leadership and outreach, helping to craft and deliver financial strategies tailored to the unique needs of veterans and their families.
This is more than a consulting role—it’s a chance to make a measurable impact by guiding those who have served through financial empowerment and long-term success.
Serve as the primary financial consultant for clients in the veteran category
Design and deliver personalized financial plans, investment strategies, and budgeting support tailored to veterans' unique circumstances
Lead outreach efforts to veteran communities and partner organizations
Collaborate with internal teams to shape the strategy, messaging, and growth of the veteran services program
Track financial goals and outcomes for clients and provide ongoing education and support
Stay informed about veteran benefits, programs, and policies to ensure clients receive holistic advice
Mentor junior consultants and support staff as the veteran program grows
Proven experience in financial consulting, advising, or planning (minimum 3–5 years preferred)
Deep understanding of veteran financial needs, benefits, and transitional challenges
Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or similar credential preferred
Strong communication, leadership, and interpersonal skills
Familiarity with CRM platforms and financial planning software
Military or veteran status is a plus, but not required
Passion for service and community impact
Competitive salary + performance incentives
Full benefits package (medical, dental, vision, 401k with match)
Flexible work arrangements (remote/hybrid options)
Opportunities to grow within a mission-focused organization
Direct impact in shaping the future of our veteran support efforts
To Apply:
Please submit your resume and a cover letter detailing your experience with financial consulting and your passion for serving veterans. We encourage applicants with personal or professional ties to the veteran community.
Join us in building bridges—starting with those who’ve served.
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