Remote Financial Literacy Coach
Remote Financial Literacy Coach
Posted on :
04-11-2024
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Job Description
In addition they thrive in a continuous learning competitive environment. Enjoy celebrating the wins of their clients as well as their teammates. Embody contributing to the growth of the organization as a whole; while working with a company that values work life balance and has strong core values including integrity character accountability foreveryone and dependability.* Promote financial planning and investment services* Support the financial advisor educator role* Create retirement plans to help reach financial goals* Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives* Assessing the financial needs of clients* Evaluate clients financial situation and identify investment objectives through a comprehensive and customized financial planning process* Help financial professionals achieve financial and business goals* Attend training sessions* Continue to advance financial planning career* Develop financial plans for clients and prospects* Provide financial planning support to clients* Support investment professionals to cultivate client relationshipsQualifications:* Pass criminal background check* Be legally authorized to work in the US* Be a US resident* Thrive in a competitive work environment* Has an strong interest in all aspects of the financial literacy and planning* Computer with camera and microphone* Reliable Internet* Excellent interpersonal skills* Excellent verbal and written communication skills* Loves helping people
Employment Type
Full Time
Company Industry
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