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Personal Financial Professional

Freedom Clad Financial
Email

POSITION REQUIREMENTS:

  • Overall computer literacy
  • Experience using Google systems (Gemini, Drive, Docs, etc.)
  • Understand Zoom
  • Excellent communication and writing skills
  • Customer service experience is a plus
  • Must be at least 18 years old, U.S. citizen or able to work without sponsorship, must be able to pass a federal background check

SOFT SKILL QUALIFICATIONS:

  • Excellent time management
  • Ability to work independently and within a team 
  • Ability to work in a remote environment


REPORTS TO:

  • direct trainer


JOB GOALS:

  • Remote opportunity that requires an entrepreneurial mindset. You will obtain various licenses to give you the ability to work in the financial industry. You will attend weekly training to build or improve personal and professional communication skills. You will learn about the financial industry with the ability to become a fiduciary, personal financial planner, or financial advisor. 


CORE PERFORMANCE RESPONSIBILITIES:

  • Conduct and follow up on meetings
  • Assess financial situations and develop strategies
  • Understand current market trends