About the role

Remote part-time financial education and client advisory role. No prior finance experience required; U.S. citizenship and a background check are required.

Requirements

• Age 18 or older
• U.S. citizenship
• Ability to pass a background check
• Strong communication and people skills
• Independent and entrepreneurial work style

What you'll do

• Educate clients on financial concepts
• Develop customized financial plans
• Conduct remote client meetings and follow-up
• Build a client base
• Collaborate with associates and mentors

Where this was posted

• indeed.com
  https://indeed.com/viewjob?jk=dc139e6ee0d78cbe5d ago