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Company Name | Foster Financial (Group) |
Rating | 3.2 |
Job Type | Part-time |
Job Position | Remote Position |
Proven experience in the financial services industry, preferably in a remote setting.
The ideal candidate will be responsible for providing exceptional…
About us
We are professional, agile, professional and our goal is to Provide training and expand financial knowledge in ourselves and help others save money! .
Our work environment includes:
Work from home! Be your own boss! Family oriented team mates!
**Job Overview**
We are seeking a highly skilled and experienced Remote Financial Services professional to join our team. The ideal candidate will be responsible for providing exceptional financial services to our clients, working remotely, and utilizing their expertise to ensure financial goals are met. This role requires a strong understanding of financial principles and regulations, as well as excellent communication and analytical skills.
**Responsibilities**
– Provide financial planning and investment advice to clients, tailoring strategies to meet individual needs.
– Conduct financial analysis and develop comprehensive financial plans for clients.
– Maintain accurate and detailed financial records, ensuring compliance with regulatory requirements.
– Research and recommend financial products and services that align with client goals.
– Identify and capitalize on opportunities to improve financial outcomes for clients.
– Develop and maintain strong relationships with clients, providing ongoing support and guidance.
– Collaborate with other financial professionals to ensure a comprehensive approach to financial planning.
**Experience**
– Proven experience in the financial services industry, preferably in a remote setting.
– Strong understanding of financial planning, investment strategies, and financial regulations.
– Excellent communication and interpersonal skills, with the ability to build trust with clients.
– Ability to work independently and as part of a remote team.
– Can have life license or seeking to obtain one! Will provide training!
**Skills**
– Financial planning and analysis
– Investment strategies
– Financial regulations and compliance
– Ability to learn
– Strong communication and interpersonal skills
– Analytical skills
– People person
Job Types: Full-time, Part-time
Pay: $52,651.94 – $63,408.79 per year
Expected hours: 8 – 40 per week
Benefits:
Schedule:
Supplemental Pay:
Work Location: Remote
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