We are seeking ambitious and service-oriented individuals for a part-time, remote Entry-Level Financial Professional position. This opportunity is designed for individuals interested in developing their careers within the financial services industry while working alongside experienced professionals.
In this role, you will support client communication, appointment coordination, and financial education activities while gaining exposure to financial services concepts and client relationship management. You will work with individuals and families in a professional environment and help support efforts to educate clients about financial topics and planning considerations.
This position is ideal for individuals who enjoy educating others, building professional relationships, and making a positive impact through client-focused service. Comprehensive training, mentorship, and ongoing professional development are provided to support your growth and success.
Responsibilities
- Meet with clients virtually to discuss their financial goals, priorities, and planning objectives.
- Educate clients on foundational financial concepts, including budgeting, retirement planning, debt management, and financial protection strategies.
- Conduct financial needs assessments and assist in developing personalized recommendations based on client goals.
- Support client communication and relationship-building through ongoing follow-up activities.
- Maintain accurate client records, documentation, and appointment notes.
- Participate in training sessions, mentorship opportunities, and ongoing professional development.
Qualifications
- Must be at least 18 years of age
- Must be legally authorized to work in the United States
- Must be able to successfully pass a background check
- Must be willing to complete required licensing within 14 days of onboarding
- Strong communication and interpersonal skills preferred
- Comfortable using virtual meeting platforms and basic computer applications
- Previous customer service, sales, education, or administrative experience is a plus but not required
Schedule
- Part-time/ Full-time
- Fully remote
- Flexible scheduling available
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- Flexible schedule
- Work from home
Application Question(s):
- Are you willing to complete any required licensing with training and guidance provided?
- Do you currently reside in the United States?
- Available within your 1st 48 hours for a phone call?
Work Location: Remote
