We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds. We look for solutions to help everyone realize their financial goals.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
If you are open to change, looking for something new, part time or full, I would like a chance to introduce myself and our firm. You never know that it could be just what you are looking for.
Responsibilities
-Provide financial planning support to clients
-Cultivate client relationships
-Prepare financial plans accurately
-Look for solutions
Qualifications
-Coachable
-Willing to learn
-Interpersonal Skills
Employment Type
-Part Time
-Full Time
-Remote