Remote Financial Wellness Advisor

Apprisen; Louisville (KY); Remote; USD 40,000 - 45,000; Full time

Benefits offered by this job

401k

Generous Paid Time Off

Medical, dental, and vision insurance

Life insurance

Short and long-term disability

Flexible Spending

Public Student Loan Forgiveness

Job summary

Apprisen is seeking a Financial Services Specialist to revolutionize financial well-being. Join a remote team at the forefront of financial education and counseling. You'll engage with clients, analyze their financial situations, and develop personalized plans to meet their needs.

As part of your role, you'll also represent Apprisen in local communities, making a meaningful impact. If you're passionate about helping others and have a bachelor's degree or equivalent experience, we want you on our

Qualifications

• Strong computer skills and ability to adapt to new technologies.
• Excellent listening, verbal, and written communication skills.
• Ability to manage multiple tasks efficiently.

Responsibilities

• Engage with clients to build relationships and trust.
• Develop personalized financial action plans for clients.
• Provide tailored financial solutions to clients.
• Represent Apprisen in local communities to offer financial education.

Skills

Tech-Savvy

Communication Skills

Organizational Skills

Innovative Thinker

Self-Motivated Learner

Education

Bachelor’s degree or equivalent work experience

Job description

Apprisen is seeking a Financial Services Specialist to revolutionize financial well-being. Join a remote team at the forefront of financial education and counseling. You'll engage with clients, analyze their financial situations, and develop personalized plans to meet their needs.

As part of your role, you'll also represent Apprisen in local communities, making a meaningful impact. If you're passionate about helping others and have a bachelor's degree or equivalent experience, we want you on our