Financial Services Associate

Centerpoint

Financial Services Associate

San Diego, CA
Paid
  • Responsibilities

    We are expanding our financial services agency and are looking for motivated individuals interested in building a career in financial services, either part-time or full-time. This role involves working with individuals and families to help them build financial security through education, planning, and protection strategies. No prior experience is required. We provide structured training, mentorship, and support to help you succeed. Responsibilities: • Educate clients on financial concepts such as budgeting, debt management, and retirement planning • Assist clients in building financial strategies tailored to their goals • Conduct meetings virtually via Zoom • Participate in team trainings and development sessions • Build and maintain client relationships Qualifications: • Strong communication skills • Coachable and willing to learn • Self-motivated and goal-oriented • Access to a computer and reliable internet • Open to obtaining a financial services license (training provided) Compensation: $50,000

    • Educate clients on financial concepts such as budgeting, debt management, and retirement planning • Assist clients in building financial strategies tailored to their goals • Conduct meetings virtually via Zoom • Participate in team trainings and development sessions • Build and maintain client relationships

  • Compensation
    $50,000 per year