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Remote Consultant

Remote:

Full Remote

Contract:

Freelance

Salary:

13 - 121K yearly

Experience:

Mid-level (2-5 years)

Work from:

Texas (USA), United States

Offer summary

Qualifications:

Active FINRA Series 7 and 63 licenses, Minimum of 3 years in financial planning, Bachelor's degree in finance or related field, Proficient in technology and virtual communication.

Key responsabilities:

Conduct remote consultations with clients
Develop customized financial plans and strategies

Mick's Financial Services LLC - Independent WFG Agency Micksfinancialservices.com

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Job description

, remote Position: Remote Licensed Financial Consultant Company Overview: Mick's Financial Services is a leading financial consulting firm based in Dallas, TX. We provide personalized financial planning and investment management services to individuals, families, and businesses. Our team of experienced professionals is committed to helping our clients achieve their financial goals and secure their financial future. Job Description: We are currently seeking a motivated and experienced Remote Licensed Financial Consultant to join our team. As a Remote Licensed Financial Consultant, you will work with clients remotely to provide personalized financial planning and investment management services. You will be responsible for building and maintaining strong relationships with clients, understanding their financial needs and goals, and developing customized financial plans to help them achieve their objectives. Responsibilities:

Conduct remote consultations with clients to assess their financial needs and goals
Develop customized financial plans and investment strategies based on clients' risk tolerance, financial objectives, and time horizon
Provide ongoing investment management and monitor clients' portfolios
Educate clients on various investment options and financial planning strategies
Stay up-to-date on market trends and economic conditions to provide informed advice to clients
Maintain accurate and up-to-date client records and documents
Collaborate with other team members to provide exceptional service and support to clients
Adhere to all regulatory and compliance requirements Qualifications:
Active FINRA Series 7 and 63 licenses
Minimum of 3 years of experience in financial planning and investment management
Bachelor's degree in finance, business, or a related field
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Ability to work independently and remotely
Proficient in using technology and virtual communication tools
Knowledge of financial planning software and tools is a plus Contract Details:
Part-time position, approximately 20-25 hours per week
Remote work location, must have access to reliable internet and phone service
Flexible schedule, with availability to work some evenings and weekends as needed
Competitive compensation and benefits package If you are a motivated and experienced financial professional looking for a remote opportunity with a reputable and growing company, we encourage you to apply for this position. Join our team at Mick's Financial Services and help our clients secure their financial future.