Ascend Financial ยท 5 days ago
Business Associate
United States
Part-time
Remote
New Grad, Entry LevelAscend Financial is a financial services company that provides training and mentorship to its team members. The role of Business Associate involves supporting business operations by analyzing financial data, assisting in customer service, and fostering strong client relationships to help clients achieve their financial goals.
Financial Services
Responsibilities
Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance
Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers
Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client's information that can help them make informed decisions
Complies with all the company's risk and regulatory standards, policies, and controls
Qualification
Required
You can think creatively and solve problems in a fast-paced environment
You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information
You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships
You must have integrity
You are caring, reliable, and have a servant attitude
You are a listener and an effective communicator
You are both generous and humble
You are ambitious with the qualities of a teacher
You are dedicated and passionate
You are a visionary and a mover
You possess a positive outlook and are relatable
You maintain a clean and professional appearance
You are looking for a fresh start with a company that makes a REAL difference
Our associates need to be self-directed, hardworking individuals
You are a quick learner, wanting to provide the absolute best to your clients and can go to them for the most personalized and convenient service
Benefits
Opportunity for advancements
Bonuses
Company shares
Tax benefits
Company
Ascend Financial
We are a prestigious financial services team offering access to a diverse portfolio of insurance, retirement, savings, and wealth building strategies.
10001+ employeesFunding
Current Stage
Late StageCompany data provided by crunchbase