Entry-Level Financial Planning
Davis Family Financial · Savannah, GA · 1 mo ago
RemoteRemoteFinancePart-time
About the role
Partnering with some of the top 100, Fortune 500 companies, we offer a complimentary financial plan to anyone who needs help. This role is ideal for individuals who are hard-working, possess good communication and customer service skills, enjoy helping others, and are willing to undergo a training program to become an entry-level financial planning professional. With potential advancement opportunities to management and leadership positions, this role offers comprehensive training in financial planning, including retirement planning, wealth accumulation, college planning, investments, and insurance.
Responsibilities
- Sit down with individuals, families, or business owners to discuss their financial goals and dreams.
- Create a game plan or roadmap to help clients achieve their short-term and long-term financial objectives using our financial solutions, products, and services.
- Work with clients to understand their financial needs and develop strategies to meet those needs.
- Participate in ongoing training to stay updated with the latest financial planning techniques and technologies.
Requirements
- Minimum 18 years of age.
- A Legal U.S. Resident, Citizen, or Work Permit holder with an SSN.
- Pass a soft background check.
- Be able to complete licensing requirements within 14 days.
Qualifications
- Strong interpersonal and communication skills.
- Ability to work independently and as part of a team.
- Interest in financial planning and customer service.
- Willingness to learn and adapt to new financial tools and techniques.
Skills
- Financial planning knowledge.
- Customer service skills.
- Problem-solving abilities.
- Attention to detail.
Benefits
- Flexible scheduling options.
- Opportunities for career growth and development.
- Complimentary financial planning services for clients.
- Professional development and training programs.
Pay
Compensation is commensurate with experience.
Schedule
Flexible scheduling is available to accommodate personal and professional commitments.