Client Services Consultant (Remote)

Financial Planner; United States; Remote; USD 20,000 - 35,000; Part time

Job summary

A leading financial services firm is seeking a part-time Client Services Associate to support clients in achieving their financial goals. This remote role involves building a client book, providing services, and collaborating with teams. Candidates must obtain a state license and will receive full training.

Qualifications

• Entry-level position requiring state license after onboarding.
• Experience in leadership and entrepreneurship is a plus.

Responsibilities

• Build a client book of business and provide excellent financial services.
• Answer questions, resolve issues, and offer guidance as needed.
• Collaborate with internal and external teams to meet clients' needs.

Skills

Client Services

Customer Service

Detail-oriented

Organized

Leadership

People Relationships

Entrepreneurship

Job description

We believe in financial education and providing resources. Our focus on pre-emptive planning enables us to help financial professionals, brokers, agents, advisors, and employers support their clients and employees in achieving their goals throughout all stages of life. We provide them with the tools and support they need, no matter where they are on their journey. Our goal is to have No Family Left Behind.

Role Description

*1099 Contractor Role, Must be able to obtain professional licensure in USA. Associates receive training and guidance on obtaining these certificates*

This is a part-time remote role for a Client Services Associate. The Client Services Associate will learn how to build a client book of business, provide excellent financial services, answer questions, resolve issues, and offer guidance as needed. They will collaborate with internal and external teams to ensure clients' needs are met. Full training is provided, but a state license is required after onboarding. Candidates will be subject to background checks, as this is a highly regulated field.

Qualifications

• Client Services and Customer Service skills
• Detail-oriented and organized
• Ability to work independently and remotely
• Experience in leadership, people relationships, and entrepreneurship is a plus

Seniority level

• Entry level

Employment type

• Part-time