Experior Financial Group ยท 1 day ago
Financial Associate (US and Canada)
United States
Full-time
Remote
New Grad, Entry LevelExperior Financial Group Inc. is a 100% Canadian-owned company with over 30 years of experience in the financial services industry. They are seeking a Financial Associate to assist clients with financial planning, analyze financial statements, prepare reports, and provide tailored financial advice while ensuring adherence to regulations.
Financial ServicesInsuranceLife Insurance
No H1B
Hiring Manager
Philip Calhoun
Responsibilities
Assist clients with their financial planning, including analyzing financial statements, preparing financial reports, and providing tailored financial advice
Engage with clients to understand their needs, support them in achieving their financial goals, and ensure both accuracy and adherence to financial regulations in all tasks
Qualification
Required
Comprehensive understanding of Financial Statements, Financial Reporting, and Finance principles
Strong Analytical Skills for interpreting data and identifying trends
Excellent Communication skills to engage with clients and explain complex financial concepts clearly
Ability to work independently in a remote setup and manage time effectively
Preferred
Bachelor's degree in Finance, Accounting, or a related field preferred but not required will train
Previous experience in financial services is a plus
Proficiency in financial software and tools is an advantage
1099 commissions based business opportunity
own your book of business from day 1
part-time or Full-time remote
Only for United States & Canadian Resident
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