Financial Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide telephonic advisory services, offering clients guidance and information on financial resources related to budgeting, debt management, taxes, and retirement planning.

• Assess, troubleshoot, research, and respond to client inquiries and concerns in an efficient manner.

• Analyze financial data and resources to offer clients tailored financial strategies.

• Work autonomously on assigned tasks while promoting a collaborative team atmosphere through knowledge sharing and resource exchange.

• Engage in or lead various special projects as directed.

⛳️ Requirements

• A Bachelor’s Degree in Finance, Business, or Accounting is required.

• Current CPA, CFP, or other finance-related certification/licensure is preferred.

• Proficient in the Microsoft Office Suite.

• A motivated self-starter with outstanding communication skills and a strong emphasis on customer service.

• Ability to think quickly, maintain high energy, exhibit positivity, and professionalism, with proven multi-tasking and critical thinking abilities.

• Must have high-speed internet and a distraction-free workspace.

• Capability to appear on camera during work-related training sessions, meetings, and events.

• Must be able to sit or stand at a desk for extended periods while working on a computer.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• 401(k) with matching contributions

• Comprehensive Employee Assistance Program (EAP)

• Wellness program