Financial Services Professional

Primerica Advisors; United States; Remote; USD 75,000 - 95,000; Full time

Job summary

A leading financial services company is seeking a Financial Services Professional to provide expert financial planning and advice. This role offers the flexibility of part-time or full-time remote work, helping clients develop retirement plans while ensuring compliance with all financial regulations. Ideal candidates will possess strong financial knowledge and excellent analytical skills, and resources will be provided to stay current with industry trends.

Qualifications

• Entry-level position in financial services.
• Ability to work independently and remotely.

Responsibilities

• Provide financial planning and advice.
• Develop retirement plans.
• Regular communication with clients to assess financial needs.

Skills

Financial Planning and Retirement Planning

Strong knowledge of Finance and Financial Services

Analytical and problem-solving skills

Education

Relevant certifications such as CFP

Job description

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Part-time and full-time remote role for a Financial Services Professional. The Financial Services Professional will be responsible for providing financial planning and advice, developing retirement plans, and offering financial services. Additionally, the role involves regular communication with clients to assess their financial needs and develop appropriate plans and strategies. The professional will also be expected to stay updated with financial regulations and industry trends.

Qualifications

• Financial Planning and Retirement Planning skills
• Strong knowledge of Finance and Financial Services
• Relevant certifications such as CFP (Certified Financial Planner) are a plus
• Ability to work independently and remotely
• Strong analytical and problem-solving skills

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Other

Job function

• Job function

  Finance and Sales

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