Client Solutions

Remote

Part Time to Full Time

Entry Level

About the job

Company Description

Fortune 1000 Company that went public in 2010 on the NYSE.

Role Description

This is a part-time, flexible, remote role as a Financial Representative. The role involves tasks related to financial planning, client advisory services, and promoting financial products. The Financial Representative will work closely with clients to understand their financial goals and provide appropriate recommendations. Understanding of financial planning principles and investment products not required as you will be fully trained.

Qualifications

Excellent communication and interpersonal skills
Ability to work independently and manage time efficiently
Willingness to obtain all State and Federal Licensure
Must pass a background check
Located in the US

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Client Solutions

About the job

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