Financial Services Specialist
- Role
- Finance
- Experience
- Entry level
- Employment
- Part-time
Open to US only. Set where you work from to check your eligibility.
No BS summary
Remote client-facing financial-services role advising individuals and families on retirement, income protection, wealth accumulation and legacy planning. No prior financial-services experience required; company supports licensing. Virtual consultations and ongoing client relationship management.
Optional skills
Build a Career That Makes a Difference
Are you looking for a career where you can make a meaningful impact while continuing to grow professionally? We are expanding our team and seeking a Financial Services Specialist to help individuals and families make informed financial decisions through education and personalized guidance.
This position is designed for professionals who enjoy consulting with people, solving complex challenges, and creating long-term relationships built on trust. You'll receive comprehensive training, ongoing mentorship, and access to industry-leading resources as you develop your career.
No prior experience in financial services is required. We provide structured onboarding and support throughout the licensing process for qualified candidates.
What You'll Be Doing
As a Financial Services Specialist, you'll serve as a trusted resource for clients by helping them better understand their financial options and long-term planning strategies.
Your responsibilities will include:
- Conducting scheduled virtual consultations with individuals and families.
- Learning about each client's financial priorities, goals, and future objectives.
- Educating clients on strategies related to retirement planning, income protection, wealth accumulation, and legacy planning.
- Presenting customized financial solutions based on each client's unique situation.
- Maintaining accurate documentation and following established compliance standards.
- Providing ongoing support throughout the client relationship.
- Participating in professional development, coaching, and continuing education programs.
What Makes You a Great Fit
We're looking for professionals who are naturally curious, coachable, and committed to delivering an exceptional client experience.
Successful candidates often possess:
- Strong communication and presentation skills.
- The ability to simplify complex information.
- A professional and service-oriented mindset.
- Excellent organizational and time-management skills.
- Comfort working independently in a remote environment.
- A desire to continuously learn and develop new skills.
Preferred Qualifications
- Bachelor's degree preferred or equivalent professional experience.
- Experience in customer service, consulting, education, business, banking, healthcare, sales, or another client-facing profession is beneficial.
- Strong problem-solving abilities.
- Comfortable using virtual meeting platforms and technology.
- Successful completion of a background check.
- Willingness to obtain any required state licensing with company support.
Why Professionals Choose This Opportunity
We believe professional growth starts with continuous learning and a supportive team environment. You'll have access to:
- Remote work flexibility
- Comprehensive onboarding and training
- Licensing assistance
- Ongoing mentorship from experienced professionals
- Continuing education and leadership development
- Opportunities for advancement based on performance and contribution
- A collaborative culture focused on integrity, professionalism, and client service
About Our Team
Our mission is to help individuals and families gain greater confidence in their financial future through education, personalized guidance, and long-term support. We are committed to building a team of professionals who value integrity, continuous improvement, and exceptional service.
Whether you're changing careers or looking for your next professional challenge, you'll have the opportunity to develop valuable skills while helping clients make informed financial decisions.
What you'll do
- Conducting scheduled virtual consultations with individuals and families and learning about each client's financial priorities, goals, and future objectives.
- Educating clients on strategies related to retirement planning, income protection, wealth accumulation, and legacy planning.
- Presenting customized financial solutions based on each client's unique situation.
- Maintaining accurate documentation and following established compliance standards.
- Providing ongoing support throughout the client relationship and participating in professional development, coaching, and continuing education programs.
What they require
- No prior experience in financial services is required. We provide structured onboarding and support throughout the licensing process for qualified candidates.
- Willingness to obtain any required state licensing with company support.
- Successful completion of a background check.
- Preferred: Bachelor's degree preferred or equivalent professional experience. Preferred: Experience in customer service, consulting, education, business, banking, healthcare, sales, or another client-facing profession is beneficial.
Benefits
- Remote work flexibility
- Comprehensive onboarding and training
- Licensing assistance
- Ongoing mentorship from experienced professionals
- Continuing education and leadership development
Our mission is to help individuals and families gain greater confidence in their financial future through education, personalized guidance, and long-term support.