OVERVIEW

We are seeking a detail-oriented and knowledgeable Financial Specialist to join our team. The ideal candidate will possess a strong understanding of financial concepts and demonstrate expertise in various areas including estate planning, investment management, and financial analysis. This role is essential in providing clients with comprehensive financial services, ensuring their financial goals are met through effective planning and management. The ideal candidate will assist in upholding our mission of No Family Left Behind through providing financial literacy to the community.
* This is a 1099 fully commission opportunity. There is no Base salary. Candidates must reside within the Untied States and be able to obtain state required licenses.

EXPERIENCE

• No experience is required. We will provide hands-on-training for entry-level candidates.
• Proven experience in financial services or a related field with a focus on areas such as customer service, banking, asset management, or public accounting.
• Strong knowledge of financial planning principles, including portfolio management and technical accounting practices.
• Familiarity with customer relationship management tools to enhance client interactions.
• Proficiency in math and research skills to support data-driven decision-making processes.
• Experience in sales within the financial sector is a plus, demonstrating the ability to communicate complex concepts to clients effectively.
• If you are passionate about helping individuals achieve their financial objectives through expert advice and strategic planning, we encourage you to apply for this rewarding opportunity as a Financial Specialist.
  Job Types: Full-time, Part-time
  Pay: $60,000.00 - $150,000.00 per year
  Expected hours: No less than 10 per week

Benefits:

• Financial planning services
• Flexible schedule
• Paid training
• Professional development assistance

Work Location: Remot

• Conduct thorough financial analysis to assess clients’ financial situations and develop tailored strategies.
• Provide guidance on estate planning, including wills, trusts, and estate law to ensure clients’ assets are managed according to their wishes.
• Assist clients with investment management by analyzing portfolio performance and recommending adjustments as necessary.
• Offer insights on tax implications related to various financial decisions, ensuring compliance with securities law and regulations.
• Build and maintain strong customer relationships through effective communication and exceptional service.
• Utilize financial software to manage client accounts and prepare reports for client meetings.
• Collaborate with team members to enhance service offerings in wealth management, cash management, and corporate accounting.
• Stay updated on industry trends and changes in financial regulations that may impact clients’ portfolios.