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Davis Family Financial · 1 day ago

Entry-Level Financial Planning (Remote)

United States

Part-time

Remote

New Grad, Entry Level

$50K/yr - $60K/yr

0+ years exp

Davis Family Financial is dedicated to prioritizing the financial needs of families and providing educational financial solutions. They are seeking an entry-level financial professional to engage with clients about their financial goals and help create personalized financial plans through a comprehensive training program.

Financial Services

No H1B

Hiring Manager

Dr. Jeremy Davis

Responsibilities

Learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financial solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance)

Start a training program as an entry-level financial professional and potentially develop into management and leadership positions

Work with a flexible schedule with no quota system, having complete control on how and when to work