Remote Financial Services Specialist | Impact & Growth

Apprisen; Indianapolis (IN); Remote; USD 40,000 - 45,000; Full time

Benefits offered by this job

401k

Generous Paid Time Off plan

Medical, dental, and vision insurance

Life insurance

Short and long-term disability

Flexible Spending

Public Student Loan Forgiveness-elig"b

Job summary

Apprisen, a leader in financial well-being education, is seeking a Financial Services Specialist to join our team. This remote, full-time role focuses on engaging with clients, analyzing financial information, and presenting tailored options to help individuals improve money management.

You'll collaborate with communities, deliver actionable guidance, and grow professionally through certification opportunities and continuous learning.

Qualifications

• Bachelor's degree or equivalent work experience.
• Experience in financial counseling and education is a plus.
• Strong communication and interpersonal skills.

Responsibilities

• Connect with Clients: engage with clients in person, by phone, and online, building relationships and trust.
• Analyze and Advise: evaluate clients' financial information to develop personalized action plans.
• Present Solutions: offer tailored financial options empowering clients to take control of their finances.
• Community Engagement: represent Apprisen in local communities, delivering financial education.

Skills

Client engagement

Financial analysis

Communication

Tech proficiency

Education

Bachelor's degree or equivalent work experience

Job description

Apprisen, a leader in financial well-being education, is seeking a Financial Services Specialist to join our team. This remote, full-time role focuses on engaging with clients, analyzing financial information, and presenting tailored options to help individuals improve money management.

You'll collaborate with communities, deliver actionable guidance, and grow professionally through certification opportunities and continuous learning.