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Learn and teach How Money Works to individuals and businesses . Work entirely from home or can work at local office educating on personal finance.
We lead with education and take each client through a 7 step process to fully understand their entire financial picture . This includes but not limited to budgeting, college planning, insurance protection, debt management, retirement and estate planning.
All training available virtually. Entire process is automated from end to end. Positions allows for 100% COVID safe environment associates and clients and complete any part of the business process virtually.
To protect and build wealth for the families we serve. We want to increase financial literacy and provide solutions that can deliver more confidence for our clients and associates. To succeed in our mission, we must have a single-minded devotion.
The reason most people don't understand basic financial concepts like compounding interest, the impact of losses and taxes, and the importance of protecting your income and principal is clear: Financial education is simply not taught in most schools, universities, or homes.
Virtual Financial Advisor Job summary
Our firm is in need of an new virtual financial advisor to join our team of professionals. Our ideal candidate possesses excellent interpersonal and communication skills as they will be communicating closely with clients about their financial objectives. We are looking for someone who aspires to be deeply knowledgeable about the latest financial products and is experienced in providing savings and protection solutions to help clients plan for all of life’s circumstances, both expected and unexpected. A successful applicant will develop a deep understanding of the investment business and a strong understanding of financial planning concepts.
Effectively answer client inquiries regarding financial plans and strategies
Suggest strategies in insurance coverage, investment planning, cash management
Carefully review client accounts and plans on a consistent basis to counteract any sudden changes
Recommend investment products and services that are suitable for prospects and clients based on their objectives
Maintain awareness of the latest legislative changes that may affect financial planning
Succesfully complete licensing process
Bachelor’s Degree in Finance or related field
Learn to effectively utilize financial planning software
Exceptional computer, interpersonal and communication skills
Excellent verbal and written communication skills