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

About Archebridge:

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.

Position Overview:

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.

Key Responsibilities:

• 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

Qualifications:

• 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

What We Offer:

• 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.