Qualifications
The ideal candidate is someone who is energetic, eager to learn and grow professionally, detail-oriented, able to manage multiple priorities
Required Skills Applicants must have the ability to work effectively independently, problem solve, and have strong customer service skills.
Candidate will have demonstrated ability to organize and prioritize multiple tasks efficiently, have great communication and relationship building skills
Intermediate level skills working with Microsoft Office Suite, CRM systems, and strong phone skills.
Prepare correspondence, emails. reports and forms
Language Fluency: English (Required)
High school diploma, or equivalent education
Position has ability to grow into a full licensed Financial Advisor
Job Type: Part-time
Pay: $16.00 – $21.00 per hour
Benefits:
Schedule:
Experience:
Language:
Work Location: Remote
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