Junior Financial Consultant

```Job Overview:```
We are seeking a Junior Financial Consultant to join our team. As a Junior Financial Consultant, you will provide support to senior consultants and assist clients in managing their financial portfolios. This is an excellent opportunity for someone who is passionate about finance and wants to develop their skills in the field.

```Responsibilities:```
- Conduct financial analysis and research to assist in developing investment strategies
- Assist in managing client relationships and providing excellent customer service
- Collaborate with senior consultants to create personalized financial plans for clients
- Monitor and manage cash flow and liquidity for clients
- Assist in portfolio management, including asset allocation and investment selection
- Stay updated on market trends, economic indicators, and regulatory changes
- Prepare reports and presentations for clients

-Support the onboarding process for new associates

```Skills:```
- Excellent customer relationship management skills
- Strong research and analytical abilities
- Knowledge of cash management techniques
- Familiarity with portfolio management
- Understanding of financial services industry regulations and compliance requirements
- Basic math skills for performing calculations and analyzing data

If you are a motivated individual with a passion for finance, strong analytical skills, and a desire to learn and grow in the field, we encourage you to apply for this position. Join our team of dedicated professionals who are committed to helping clients and agents achieve their financial goals. Be mindful that this position does necessitate an individual to hold a valid license. If you lack the license, we can guide you through the process of acquiring it through your state.

Job Type: Full-time

Pay: $58,336.94 - $70,255.23 per year

Benefits:

• Financial planning services
• Flexible schedule
• Life insurance
• Retirement plan

Compensation package:

• 1099 contract

Weekly schedule:

• Choose your own hours

Work setting:

• Remote

Education:

• Bachelor's (Preferred)

License/Certification:

• Life & Health Insurance License (Preferred)

Work Location: Remote