Entry Level Financial Solutions Associate (Remote)

Benefits:• Employee discounts• Flexible schedule• Opportunity for advancement• Training & development• Tuition assistanceAbout UsWe are a rapidly expanding consulting and planning organization focused on helpingindividuals and families build strong, secure futures. Our mission is to simplify the planning processthrough education, organization, and personalized service. We are looking for motivated,people-focused individuals to join our growing support team. Position OverviewAs a Client Services Associate, youll help clients create clear and actionablefinancial game plans that align with their personal goals.Youll be trained to educate clients onessential financial concepts from budgeting and protection to saving and long-term planning. This isa great entry-level opportunity for someone who enjoys helping others and wants to grow in aleadership or advisory path. ResponsibilitiesEducate clients on foundational financial concepts such as budgeting, saving, anddebt managementAssist clients in building personalized financial game plans tailored to their needsGuide families and individuals in setting short- and long-term goalsConduct virtual sessions and follow up with clients to ensure understanding and progressSupport senior associates with client strategy meetings and record updatesParticipate in ongoing professional and leadership development trainingWhat We ProvideFull training and mentorship no experience requiredGuidance toward obtaining professional licenses (optional career path)Opportunities for leadership and long-term advancementFlexible remote work environment with a supportive teamProfessional growth and continuous education programsQualificationsExcellent communication and people skillsOrganized, coachable, and dependablePassionate about helping others improve their financial awarenessReliable internet connection and ability to work independentlyMust be 18+ and legally authorized to work in the U.S.BenefitsFlexible remote scheduleMentorship and leadership trainingCareer advancement opportunitiesThis is a remote position. Apply tot his job