Financial Services Professional (Remote)

Job Description

REQUIREMENTS

• Must be at least 18 years of age
• Must be legally authorized to work in the United States
• Must be willing to complete required licensing within 14 days of onboarding
• Comfortable using virtual meeting platforms and basic computer applications

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.

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