Financial Rep PT

We’re hiring motivated people for a fully remote role where you can grow fast, help others, and build a meaningful career—all from home. If you’re looking for something with real potential and purpose, this might be the right fit.

Role Description

This is a part-time remote role for a Financial Rep. The Financial Rep will be responsible for assisting clients with their financial needs, providing accurate financial information, and maintaining client accounts. This will mostly include building financial plans for our clients. Daily tasks will include conducting financial assessments, offering advice on investment opportunities, preparing financial reports, and ensuring compliance with financial regulations. This role involves the representative to be willing to train and assist other as needed.

Qualifications
• Strong Analytical and Problem-Solving skills
• Excellent Communication and Customer Service skills
• Ability to work independently and remotely, as well as in a Team Setting

Growth Opportunities:

There is plenty of room for growth for the representative. Including promotions, bonuses, and even ownership.