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Job summary
A leading financial wellness provider seeks an enthusiastic Financial Guide (Independent Contractor) to offer empathetic financial guidance remotely. The ideal candidate has a minimum of two years' experience, relevant financial designations, and strong communication skills, including proficiency in Spanish. This on-demand, part-time role allows you to control your work schedule while adhering to quality standards. Compensation is $28/hour, paid per assignment.
Qualifications
Minimum of two years of financial industry or coaching experience.
Must have AFC, CFP, or other professional designation.
Ability to learn new technology quickly.
Responsibilities
Listen to participants' needs and provide tailored solutions.
Assist Spanish-speaking participants via multiple communication channels.
Create educational content such as webinars and articles.
Skills
Financial coaching experience
Excellent organizational skills
Bilingual in Spanish
Communication skills
Customer service skills
Education
AFC or CFP designation
Tools
Salesforce
Job description
A leading financial wellness provider seeks an enthusiastic Financial Guide (Independent Contractor) to offer empathetic financial guidance remotely. The ideal candidate has a minimum of two years' experience, relevant financial designations, and strong communication skills, including proficiency in Spanish. This on-demand, part-time role allows you to control your work schedule while adhering to quality standards. Compensation is $28/hour, paid per assignment.