Job Description

We are seeking Financial Counselors to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

RESPONSIBILITIES:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

​QUALIFICATIONS:

• No Previous experience required, willing to train the right candidate.
• No licensing or education requirement
• Ability to successfully manage multiple clients and projects.
• Ability to build rapport with clients and follow through.
• Strong communication skills.
• Excellent computer skills.
• Comfortable with social media

Company Description

We are a financial firm with offices in the US, Canada and Puerto Rico. We are expanding and looking for eager individuals interested in growing with us. We offer part-time, full-time and opportunities to work remotely. We specialize in providing financial services in the areas of investments, mortgages, insurance, Medicare Advantage plans and many others. We provide free on the job training. Our management track is available to all who are interested in getting licensed in the financial industry. We provide and pay for all study and licensing necessary for anyone interested in a Management/Broker's position.