Financial Services Professional

Experior Financial Group; Vineland (NJ); Remote; USD 50,000 - 70,000; Full time

Job summary

A financial services company is seeking an Entry Level Financial Services Professional for a full-time remote role in Vineland, New Jersey. The ideal candidate will provide financial planning, manage client relationships, and assist clients in making informed financial decisions. A Bachelor's degree in Finance, Economics, or Business is required, along with strong communication and interpersonal skills. This is an excellent opportunity for recent graduates looking to grow in the financial services sector.

Qualifications

• Work independently and remotely.
• Maintain up-to-date knowledge of financial products and services.
• Ensure compliance with regulatory standards.

Responsibilities

• Provide financial planning and advice to clients.
• Manage client relationships and perform financial analyses.
• Assist clients in making informed financial decisions.

Skills

Financial Planning

Strong Communication

Experience in Financial Services

Interpersonal Skills

Ability to Work Independently

Education

Bachelor’s degree in Finance, Economics, Business

Job description

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Company Description

Experior Financial Group Inc., a 100% Canadian owned and operated company, has a talented and diverse workforce dedicated to shared values and encouraging growth and achievement. Our founders bring over 30 years of combined experience in the financial services industry. Recently expanded into the USA, with the head office in Cheektowaga, New York, our 9400+ team of licensed Financial Associates is spread across North America to handle all insurance and investment needs. We offer comprehensive training and mentorship for career development, and have been certified as a Great Place to Work® in Canada for May 2024 and May 2025.

Role Description

This is a full-time remote role for a Financial Services Professional. The position involves day-to-day tasks such as financial planning, retirement planning, and providing financial advice and services to clients. The individual will be responsible for managing client relationships, performing financial analyses, and assisting clients in making informed financial decisions. The role requires maintaining up-to-date knowledge of financial products and services, as well as ensuring compliance with regulatory standards.

Qualifications

• Financial Planning, Finance, and Retirement Planning skills
• Strong Communication skills
• Experience in Financial Services
• Excellent interpersonal and client relationship skills
• Ability to work independently and remotely
• Bachelor’s degree in Finance, Economics, Business, or a related field
• Professional certifications such as CFP, RFP, or equivalent are advantageous

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

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