Job Description

We are seeking a motivated and detail-oriented person to join our dynamic team. This role is ideal for individuals looking to start their career in the financial services industry, focusing on retirement planning and wealth management. The successful candidate will assist clients in navigating their retirement options, ensuring they have a comprehensive understanding of their financial future. Skills: • Strong understanding of financial concepts, including wealth management and asset management. • Knowledge of estate planning, tax experience, and relevant laws (wills, trusts & estate law). • Proficiency in math and analytical skills for effective financial analysis. • Familiarity with banking practices and cash management strategies. • Experience with financial services, including public accounting or technical accounting, is a plus. • Ability to work collaboratively within a team while also being self-motivated. • Excellent research skills to stay informed about market trends and regulatory changes. • Strong sales acumen with a focus on building long-term client relationships. Join us as we help individuals secure their financial futures through effective retirement planning! Job Type: Contract Benefits: • Financial planning services • Flexible schedule Work Location: Remote Responsibilities: • Assist clients with estate planning, including wills, trusts, and estate law considerations. • Provide support in financial sales activities and client relationship management. • Conduct financial analysis to assess clients' needs and recommend appropriate retirement solutions. • Collaborate with senior professionals on investment management and portfolio management strategies. • Utilize financial software to track client accounts and manage cash flow effectively. • Research financial concepts, securities law, and tax implications related to retirement planning. • Maintain up-to-date knowledge of accounting principles and corporate accounting practices. • Foster strong relationships with clients through excellent customer service and communication skills. Qualifications: • Willingness to acquire a Life and Health Insurance license. • Willingness to train. • United States Citizen. About Company: We provide a complimentary financial plan for anyone who needs help or feels the traditional financial services industry is overlooking them. We provide full training.

Job Tags

Contract work, Remote work, Flexible hours,

Similar Jobs