Five Rings Financial, LLC · 8 hours ago

Financial Services Professional

Boca Raton, FL

Part-time

Remote

Entry Level

Maximize your interview chances

BankingFinancial Services

Growth Opportunities

Hiring Manager

Claudia Fehribach

Insider Connection @Five Rings Financial, LLC

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Financial planning

Retirement planning

Communication

Providing financial services to clients

Helping clients understand alternative financial options and strategies to achieve their financial goals

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial PlanningRetirement PlanningFinancial Services ExperienceFinancial Data AnalysisInvestment StrategiesCFP CertificationChFC Certification

Required

Financial Planning and Finance skills

Retirement Planning expertise

Strong Communication skills

Experience in Financial Services

Ability to analyze and interpret financial data

Knowledge of investment strategies and financial products

Excellent customer service and interpersonal skills

Preferred

Relevant certifications such as CFP or ChFC are a plus

Company

Five Rings Financial, LLC

Five Rings Financial is a financial services company that specializes in life insurance and annuities services. It is a sub-organization of Five Rivers Solutions.

Founded in 2004