Financial Advisor

Sumter Black chamber of commerce Foundation; United States; Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Advisor for a volunteer role. This remote position offers a unique opportunity to assist small, minority, and disadvantaged businesses in achieving financial independence. You will provide essential financial planning, retirement strategies, and investment advice, helping clients navigate their financial journeys. Ideal for those passionate about finance and eager to make a difference, this role allows you to work independently while contributing to the community's economic growth. If you have a background in finance and a desire to empower others, this is the perfect opportunity for you.

Qualifications

• Strong financial planning and retirement planning skills required.
• Excellent analytical, problem-solving, and communication skills essential.

Responsibilities

• Provide financial planning and investment advice remotely.
• Assist clients with retirement planning and financial advisory services.

Skills

Financial planning

Retirement planning

Investment knowledge

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Remote work capability

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in Economics

Job description

Sumter Black Chamber of Commerce Foundation - United States

Direct message the job poster from Sumter Black Chamber of Commerce Foundation

About the Organization

SBCC is a non-profit organization advocating for small, minority, and disadvantaged businesses to build generational wealth.

Role Description

This is a volunteer, remote position for a Financial Advisor. The Financial Advisor will provide financial planning, retirement planning, investment advice, and financial advisory services remotely.

Qualifications

• Financial planning and finance skills
• Retirement planning expertise
• Knowledge of investments and financial advisory services
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work remotely and independently
• Experience in the finance industry is a plus
• Bachelor's degree in Finance, Accounting, Economics, or related field

Additional Information

• Seniority level: Entry level
• Employment type: Volunteer, remote
• Job function: Finance and Sales

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