Remote Associate: Lead in Financial Wellness

Secured-Futures; Dallas (TX); Remote; USD 21,000 - 39,000; Part time

Job summary

Secured-Futures is seeking individuals for a part-time leadership role that is 100% remote. No prior financial work experience is required, as in-house training and online tools will onboard you.

You will help combat financial illiteracy by guiding clients and associates through planning and education. You will develop personalized schedules and participate in a holistic selection process, with advancement and compensation tied to individual career goals.

Qualifications

• Must pass a background check.
• 18 years or older.
• U.S. citizen.
• Training/coaching included.
• Financial skills/knowledge not required.

Responsibilities

• Act as a key contact and liaison for clients to ensure total satisfaction.
• Provide timely, professional, courteous support to clients and associates.
• Share financial knowledge, education, and strategies for business matters and investments.
• Help clients develop customized financial plans to meet their goals.
• Guide budgeting, debt reduction, investing, and retirement planning steps.

Skills

Customer service

Leadership

Coaching

Communication

People skills

Job description

Secured-Futures is seeking individuals for a part-time leadership role that is 100% remote. No prior financial work experience is required, as in-house training and online tools will onboard you.

You will help combat financial illiteracy by guiding clients and associates through planning and education. You will develop personalized schedules and participate in a holistic selection process, with advancement and compensation tied to individual career goals.