Darkbird Financial is seeking motivated, service‑focused individuals for a remote entry‑level role supporting client communication and basic financial education.
Responsibilities
- Communicate with clients professionally
- Schedule and manage virtual appointments
- Gather information for financial discussions
- Introduce clients to foundational financial concepts
Qualifications
- 18+ and authorized to work in the U.S.
- Able to pass a background check
- Willing to complete required licensing with provided training
- Strong communication skills
- Comfortable with virtual meeting tools and basic computer applications
- Maintain accurate client notes and records
- Support client relationships through timely follow‑up
- Participate in training and development
Schedule
- Remote
- Part‑time or full‑time
Pay: $58,445.82 - $70,386.36 per year
Benefits:
Application Question(s):
- do you live in the U.S.?
- Can you call within 48 hours?
- Would you be able to complete any license requirements with provided training?
Work Location: Remote
