At Novoa & Associates Financial Services, we’ve been at the forefront of the financial services industry for over 30 years. We pride ourselves on offering a supportive and growth-oriented work environment, and now, we’re actively expanding due to our successful transition to online services. This is the perfect opportunity to work from home with a dynamic and fast-growing team. Join us today and help shape the future of financial consulting! As a Financial Consultant, you’ll have the freedom to work remotely while making a real impact on our clients’ lives. Whether you’re a seasoned financial expert or just starting, we provide the training and tools you need to succeed. You must reside in the United States. Responsibilities: • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products • Design customized financial plans suitable for each client based on potential life changes and changing financial needs • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications: We’re seeking individuals who are passionate about helping others and are eager to grow in the financial consulting field. If you’re someone who: • Has exceptional communication skills , both written and verbal. • Thrives in a team-driven environment but can also work independently. • Pays close attention to detail and excels in multitasking and time management. • Can stay calm and positive under pressure. • Is committed to providing outstanding client service. If this sounds like you, you’ll have the foundation to thrive at Novoa & Associates Financial Services! Compensation: $80,000 - $130,000 yearly

•