Service Access & Management, Inc.
Service Access & Management, Inc. is dedicated to empowering women by providing a comprehensive platform for personalized support during significant life transitions. Recognizing that many women face challenges such as isolation and fragmented support systems, Sam offers tailored guidance through dedicated personal navigators, expert sessions, and a supportive community. With a focus on practical solutions and self-care, Service Access & Management aims to enhance women's well-being and navigate complexities seamlessly.
case management • personal safety • financial support • administrative support • nonprofit
Financial Expert
February 25
Service Access & Management, Inc.
Service Access & Management, Inc. is dedicated to empowering women by providing a comprehensive platform for personalized support during significant life transitions. Recognizing that many women face challenges such as isolation and fragmented support systems, Sam offers tailored guidance through dedicated personal navigators, expert sessions, and a supportive community. With a focus on practical solutions and self-care, Service Access & Management aims to enhance women's well-being and navigate complexities seamlessly.
case management • personal safety • financial support • administrative support • nonprofit
📋 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.
🎯 Requirements
• 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
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