Remote Financial Professional

REMOTE POSITION, NO EXPERIENCE NEEDED.

Flexible hours.

Create your own schedule.

POSITION SUMMARY
You'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional and friendly when providing services as you assemble a plan that works for your clients. 

RESPONSIBILITIES

• Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.
• Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.
• Help clients identify risk and manage it appropriately by understanding the latest developments in the financial world and sharing information with clients that can help them make informed decisions.
• Complies with all the company's risk and regulatory standards, policies, and controls.
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  REQUIRED SKILLS
• You can think creatively and solve problems in a fast-paced environment.
• You have excellent problem-solving and analytical skills, including the ability to
  make sound judgments based on available data and information.
• You establish relationships with new and existing clients, gaining insights into their
  unique needs through conversations, establishing trusting rapport that leads to
  long-term business partnerships.
• You must have integrity.
• You are caring, reliable, and have a servant attitude.
• You are a listener and an effective communicator.
• You are both generous and humble.
• You are ambitious with the qualities of a teacher.
• You are dedicated and passionate.
• You are a visionary and a mover.
• You possess a positive outlook and are relatable.
• You maintain a clean and professional appearance.
• You have reliable transportation.
• You are looking for a fresh start with a company that makes a REAL difference.
• Our associates need to be self-directed, hardworking individuals.