Financial Services Professional

JM Wealth; Pennsylvania; Remote; USD 50,000 - 70,000; Full time

Job summary

A dynamic opportunity for a Financial Services Professional at a leading company, offering both part-time and full-time remote roles. The position involves financial and retirement planning, requiring strong analytical and communication skills. Ideal for those with a background in finance or related fields.

Benefits

Training available

Qualifications

• Experience in the financial services industry is a plus.
• Ability to work independently and remotely.

Responsibilities

• Responsible for financial planning and retirement planning.
• Provide financial services to clients.

Skills

Financial Planning

Retirement Planning

Finance

Communication

Analytical Skills

Problem Solving

Interpersonal Skills

Education

Accounting

Economics

Job description

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Direct message the job poster from JM Wealth

This is a part-time or full-time remote role for a Financial Services Professional. The Financial Services Professional will be responsible for financial planning, retirement planning, finance, communication, and providing financial services to clients.

Qualifications

• Financial Planning, Retirement Planning, and Finance skills
• Communication and Financial Services skills
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and remotely
• Experience in the financial services industry is a plus
• Background in Accounting, Economics, or related field
• Training available

Seniority level

• Entry level

Employment type

• Contract

Job function

• Finance and Sales

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