Experior Financial Group · 1 day ago
Financial Services Professional
United States
Full-time
Remote
New Grad, Entry LevelExperior Financial Group Inc. is a Canadian owned company that has recently expanded into the USA. They are seeking a Financial Services Professional to manage client relationships and provide financial planning and advice.
Financial ServicesInsuranceLife Insurance
Hiring Manager
Starsha Patton
Responsibilities
Financial planning
Retirement planning
Providing financial advice and services to clients
Managing client relationships
Performing financial analyses
Assisting clients in making informed financial decisions
Maintaining up-to-date knowledge of financial products and services
Ensuring compliance with regulatory standards
Qualification
Required
Financial Planning, Finance, and Retirement Planning skills
Strong Communication skills
Experience in Financial Services
Excellent interpersonal and client relationship skills
Ability to work independently and remotely
Bachelor's degree in Finance, Economics, Business, or a related field
Preferred
Professional certifications such as CFP, RFP, or equivalent are advantageous
Company
Experior Financial Group
Experior Financial Group offers brokerage, insurance, investment solutions, and other financial services.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Debra F. Davis
CEO of Rise Ujamaa Inc.
Mr. Lekol Elijah Pie MBA
EXECUTIVE DIRECTOR @ EXPERIOR FINANCIAL GROUP
Recent News
EIN Presswire
2025-10-09
Company data provided by crunchbase