Entry Level Financial Services (Flexible/Remote) @ Harvest Financial Solutions | Jobright.ai
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Entry Level Financial Services (Flexible/Remote) jobs in United States
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Harvest Financial Solutions ยท 5 hours ago

Entry Level Financial Services (Flexible/Remote)

positionUnited States
timePart-time
remoteRemote
seniorityNew Grad
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Financial Services

Insider Connection @Harvest Financial Solutions

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Responsibilities

Develop Financial Need Analysis (FNA) for Clients
Improve financial literacy and stability of individuals, families, and business owners through tailored strategies:
Protect assets/funds
Tax sheltered savings strategies
Build and leave a legacy
Index investment strategies
Debt management services
Estate planning with our legal team
Different types of life insurance
Final expenses

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.

Interest in personal financeHighly motivatedSalesAccounting/SoftwareAdministration

Preferred

Interest in personal finance
Leadership skills
Highly motivated
Entrepreneurial mindset
Customer Service
Sales
Accounting/Software
Administration
Business Skills

Company

Harvest Financial Solutions

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A specialized Bookkeeping firm that helps small service based business have clarity with their financials.
location
Orange County
people-size2-10 employees

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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Orion

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