Ground Level Goals and WFG ยท 4 days ago
Remote Entry-Level Financial Professional
Oklahoma City, OK
Part-time
Remote
Entry Level, Intern/New Grad
Maximize your interview chancesFinancial Services
No H1B
Insider Connection @Ground Level Goals and WFG
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Responsibilities
Conduct financial analysis and develop personalized financial plans for clients
Educate clients on various financial products and services, and help them make informed decisions
Communicate with clients via phone, email, and video conferencing to provide ongoing support and address any questions or concerns
Stay up-to-date on industry trends and changes in the financial market to better serve clients
Collaborate with other team members to ensure a high level of service and client satisfaction
Qualification
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Required
Strong understanding of financial planning and investment strategies
Excellent communication and interpersonal skills
Ability to work independently and manage time effectively
Proficient in Microsoft Office and other financial software
Company
Ground Level Goals and WFG
We were left behind. Without proper knowledge, training, and education, we will never win.
Founded in 2022Edmond, OK
1 employeeFunding
Current Stage
Early StageCompany data provided by crunchbase
