Remote Client Services Advisor - Financial Planning

All Financial Freedom; United States; Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Remote work

Flexible scheduling

Comprehensive onboarding and training

Licensing assistance

Professional coaching and mentorship

Ongoing education and career developm

Performance-based advancement

Job summary

All Financial Freedom is seeking a motivated Client Service Specialist to support individuals and families in making informed financial decisions. You’ll meet clients via scheduled virtual appointments, educate them on financial strategies, and connect them with suitable solutions.

Comprehensive training and licensing support are provided to qualified candidates. No prior financial services experience required; we offer structured onboarding, ongoing mentorship, remote-friendly scheduling, and

Qualifications

• Strong communication and relationship-building skills.
• Professional, dependable, and self-motivated.
• Willingness to obtain required state licensing (training provided).
• Bachelor’s degree preferred

Responsibilities

• Meet with individuals and families through scheduled virtual appointments.
• Educate clients on financial protection, retirement planning, wealth accumulation, and legacy planning.
• Present personalized financial strategies based on client needs.
• Maintain detailed client records while following company and regulatory guidelines.
• Deliver an outstanding client experience from the initial consultation through ongoing service.
• Participate in weekly training, coaching sessions, and professional development opportunities.

Skills

Communication skills

Remote work readiness

Time management

Attention to detail

Education

Bachelor’s degree preferred

Job description

All Financial Freedom is seeking a motivated Client Service Specialist to support individuals and families in making informed financial decisions. You’ll meet clients via scheduled virtual appointments, educate them on financial strategies, and connect them with suitable solutions.

Comprehensive training and licensing support are provided to qualified candidates. No prior financial services experience required; we offer structured onboarding, ongoing mentorship, remote-friendly scheduling, and