Remote Financial Services Associate - Entry Level
Remote Financial Services Associate
- We are seeking motivated individuals!
About Us:
We are a leading financial services firm dedicated to providing exceptional support and solutions to our clients. Our team is passionate about helping individuals achieve their financial goals, and we’re looking for motivated individuals to join us in this mission!
Position Overview:
As a Remote Financial Services Associate, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses.
*This is a 1099 position and currently only open to U.S. residents
Key Responsibilities:
- Assist clients with inquiries regarding financial products and services.
- Conduct initial assessments of client financial situations.
- Provide information on financial planning and investment options.
- Collaborate with senior team members to ensure client satisfaction.
- Maintain accurate records of client interactions and transactions.
- Stay updated on industry trends and regulatory changes.
Qualifications:
- Must be 18 years or older.
- Clean background check.
- Strong communication skills, both written and verbal.
- Ability to work independently in a remote environment.
- Basic computer skills and familiarity with online communication tools.
What We Offer:
- Paid training and licensing coverage.
- Flexible work hours.
- Opportunity for growth and advancement within the company.
- A supportive and collaborative team environment.
How to Apply:
If you’re ready to embark on a rewarding career in financial services, please submit your resume and a complete the application. We look forward to hearing from you!
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