Financial Services Professional

Thompson & Associates Financial Solutions LLC; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company is seeking a Remote Contract Financial Services Professional to provide financial planning and retirement solutions. The role involves regular client communication to develop strategies that meet their financial goals. Ideal candidates will possess strong analytical and problem-solving skills, along with relevant certifications.

Qualifications

• Proficiency in financial planning and finance.
• Experience in financial services.

Responsibilities

• Provide financial planning and retirement solutions.
• Communicate regularly with clients to understand financial goals.

Skills

Financial Planning

Communication

Analytical Skills

Problem-Solving

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Job description

Thompson & Associates Financial Solutions LLC is seeking a Remote Contract Financial Services Professional.

Role Description

The Financial Services Professional will provide financial planning, retirement solutions, and other financial services. The role requires regular communication with clients to understand their financial goals and develop suitable strategies.

Qualifications

• Proficiency in Financial Planning and Finance
• Expertise in Retirement Planning
• Strong Communication and interpersonal skills
• Experience in Financial Services
• Excellent analytical and problem-solving skills
• Ability to work independently and remotely
• Relevant certifications such as CFP, CFA, or similar (preferred)
• Bachelor's degree in Finance, Economics, Business, or related field

Additional Details

• Seniority level: Entry level
• Employment type: Contract
• Job function: Finance and Sales