Are you interested in a career that allows you to work directly with people, strengthen your professional abilities, and gain experience in the financial services industry?
Whether you're entering the workforce, considering a career change, or applying skills developed in another profession, this position offers access to training, mentorship, and opportunities for continued professional growth.
No previous financial services experience is necessary, but it always welcom.
In this position, you will communicate with individuals, families, and business owners to better understand their financial goals and provide information about financial products and services that may address their needs.
Candidates will have access to educational resources, coaching, and assistance with applicable licensing requirements. Scheduling flexibility and remote work arrangements are available based on the position's responsibilities and business needs.
Communicate with prospective and existing clients to identify their financial priorities and objectives
Explain financial concepts and available products in a clear, accurate, and understandable manner
Help clients review financial services and product options based on their needs and eligibility
Participate in scheduled training, professional education, and coaching
Follow organizational policies, industry guidelines, and applicable regulatory standards
Full-time and part-time opportunities
Flexible scheduling arrangements based on position requirements
Remote work opportunities for eligible positions
Structured financial services training and education
Access to experienced mentors and ongoing coaching
Assistance navigating applicable licensing requirements
Opportunities to pursue additional responsibilities and leadership roles based on qualifications and performance
A collaborative environment emphasizing professionalism, education, and client service
Open to coaching, feedback, and learning new skills
Interested in developing knowledge of financial products and services
Willing to complete necessary training and licensing requirements
Able to satisfy applicable regulatory and licensing standards
Applicants with prior financial advising experience are welcomed. Applicants with experience in hospitality, customer service, education, administration, business, sales, management, or other relationship-focused professions are encouraged to apply.
We are a financial services organization that works with individuals, families, and business owners to help them better understand financial products, services, and available planning options.
Our approach focuses on client education, professional communication, and developing long-term relationships. We provide access to training, mentorship, and educational resources to help team members build industry knowledge and develop their professional capabilities.
This conversation will provide additional information about job responsibilities, training, licensing requirements, scheduling expectations, work arrangements, and compensation.
All employment-related decisions are made in accordance with applicable federal, state, and local laws.
Flexible scheduling options
Remote work opportunities, where applicable
Professional training and continuing education
Mentorship and coaching
Application Question(s):
Are you available to participate in a brief 15-minute introductory conversation regarding the position and application process?
Are you willing to complete the applicable financial services licensing requirements with available training and support?
Work Location:
Remote
