Financial Services Professional @ Big Spur Financial | Jobright.ai
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Financial Services Professional jobs in Ruston, LA
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Big Spur Financial ยท 3 days ago

Financial Services Professional

positionRuston, LA
timePart-time
remoteRemote
seniorityEntry Level
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Financial Services
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Responsibilities

Assist clients in financial planning and retirement planning
Communicate with clients
Analyze clients' financial needs
Provide tailored solutions to help clients achieve their 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.

Certifications in financial planningCustomer service skillsCoachable mindset

Required

Strong Communication skills
Customer service skills
Ability to work independently and remotely
Detail-oriented and analytical mindset
Coachable mindset
Must be 18 years or older.
Must be located within the US.
Must be able to pass a background check.
Must be authorized to work in the US.

Preferred

Certifications in financial planning (e.g., life and health) are a plus

Company

Big Spur Financial

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We help our clients achieve their financial goals by taking an exciting and educative approach to financial services.
dateFounded in 1986
location
Dallas, TX
people-size51-200 employees

Funding

Current Stage
Growth Stage
Company data provided by crunchbase
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