Part-Time Financial Literacy Lead (Associate)

Secured-Futures; Nashville (TN); Vor Ort; USD 25.000 - 41.000; Teilzeit

Zusammenfassung

Secured-Futures in Nashville invites a few ambitious individuals to join a part-time leadership role focused on making a positive impact in communities by solving financial illiteracy. You will serve as a trusted liaison for clients, delivering guidance and support with integrity and enthusiasm.

No prior financial work experience is required; we provide in-house training, mentorship from experienced brokers, and scalable advancement opportunities as you grow your career and help others achieve

Qualifikationen

• Customer service, leadership and management backgrounds are preferred
• No prior financial work experience required; strong work ethic, integrity, perseverance, desire to grow and entrepreneurial spirit valued
• Training provided in-house; education-focused system with mentors and brokers

Aufgaben

• Associate acts as a key client liaison, ensuring total client satisfaction with timely, professional support
• Help clients develop customized financial plans and understand their financial situation
• Provide expert guidance on budgeting, debt reduction, investing, retirement planning and estate planning
• Collaborate with a team of like-minded individuals to grow and be recognized for contributions
• Advancement and compensation are scalable based on individual career goals; training is provided in-house

Jobbeschreibung

Secured-Futures in Nashville invites a few ambitious individuals to join a part-time leadership role focused on making a positive impact in communities by solving financial illiteracy. You will serve as a trusted liaison for clients, delivering guidance and support with integrity and enthusiasm.

No prior financial work experience is required; we provide in-house training, mentorship from experienced brokers, and scalable advancement opportunities as you grow your career and help others achieve