Capital Flow Enterprise ยท 1 day ago
Financial Representative (Remote)
United States
Part-time
Remote
New Grad, Entry Level
$2,500/mo - $20,000/mo
0+ years expCapital Flow Enterprise is looking to rapidly expand and is seeking an Entry level financial consultant for a remote position. The role involves providing educational financial services and creating financial plans for clients, with a focus on helping them achieve their financial goals through various solutions and products.
Financial Services
No H1B
Responsibilities
Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies
Qualification
Required
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 30 days
entrepreneurial spirit
Preferred
Honesty and integrity are characteristics you live by
You value and believe in our mission and cause
You are constantly looking for personal growth
You are a leader or want to learn to lead
You are a self-starter and goal-oriented
You can work independently and work well as a team player
Benefits
Flexible schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential
Work From Home
Company
Capital Flow Enterprise
Dedicated to helping generations better manage their money.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase