Job Description
Are you ready to begin a fulfilling new chapter in the world of finance, all from the convenience of your home? We're looking for motivated, mission-focused individuals to join our team as Entry-Level Director of Marketing. With robust remote training and development support, you’ll launch your career in one of today’s most in-demand industries.
Perks of Working With Us:
• Remote training and continuous mentorship
• Support for ongoing education and licensing
• Flexible hours to support a healthy work-life balance
• Corporate discounts for certifications and professional growth
Your Next Step Starts Here—Apply Now!
• We are only accepting applicants who are authorized to work in the United States and have a U.S. phone number. All other applicants will not be considered. Responsibilities:
• Meet with clients to understand their financial needs and craft personalized strategies
• Offer a suite of services, including investment planning, retirement options, insurance, and college savings plans
• Educate clients on financial concepts to help them make informed decisions
• Foster long-term client relationships with ongoing check-ins and support
• Take part in regular training sessions to sharpen your skills and financial knowledge
• Opportunities to grow into leadership and management positions
Qualifications:
• Must be legally eligible to work in the United States with a U.S. phone number
• Strong communication and people skills
• Self-driven with a willingness to learn and improve
• No previous experience in finance is required—our training program will guide you
• Comfortable working both independently and in a collaborative team environment
• Passionate about helping others and solving problems
• Open to part-time or full-time scheduling with flexibility
About Company:
Our goal is to take an educational approach and deliver our expertise to people from all walks of life. Our firm does not require a certain net worth or a minimum investment to get started. We will provide a free financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.
Job Tags
Full time, Part time, Remote work, Flexible hours,
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