The Great Giveback · 10 hours ago
Entry Level- Financial Services Representative
United States
Part-time
Remote
New Grad, Entry LevelThe Great Giveback is a mission-driven financial services provider committed to empowering individuals and businesses with tailored financial strategies. They are seeking an entry-level Financial Services Representative to help clients achieve financial independence through personalized planning and ongoing support.
Management Consulting
Responsibilities
Client Engagement – Build meaningful relationships by assessing clients’ financial situations, goals, and risk tolerance
Personalized Financial Planning – Develop customized strategies for wealth-building, retirement, estate planning, and risk management
Product & Solution Recommendations – Offer guidance on financial products, including mutual funds, life insurance, stocks, bonds, and investment vehicles
Ongoing Relationship Management – Maintain regular communication, conduct financial reviews, and adjust plans as clients’ needs evolve
Industry Expertise – Stay informed on market trends, regulatory changes, and financial innovations to provide clients with the best possible advice
Collaboration – Work alongside professionals such as accountants and attorneys to deliver holistic financial solutions
Life Transitions – Help clients navigate major financial milestones, ensuring their plans align with changing circumstances
Excellence & Ethics – Uphold the highest professional standards while meeting and exceeding performance expectations
Qualification
Required
A passion for taking ownership of your career and building something meaningful
The ability to simplify complex financial concepts for diverse audiences
A drive to achieve personal and professional success with integrity and dedication
The ability to assess financial situations and provide strategic solutions
Preferred
A degree in finance, economics, business, is preferred but not required
Previous financial planning, investment, or advisory experience is a plus, but not required
Benefits
Competitive Compensation
Comprehensive Training & Mentorship
Career Growth Opportunities
Supportive Team Culture
Exclusive Incentives
Company
The Great Giveback
Our organization provides various services and community outlets to individuals, small and big businesses and everyone in between, see our services list for our full list of what we can do for you!
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase