The Wilson Legacy Group, LLC ยท 3 days ago
Remote Entry-Level Financial Coach
United States
Full-time
Remote
New Grad, Entry LevelThe Wilson Legacy Group, LLC is dedicated to educating families about achieving financial stability. They are seeking an Entry-Level Financial Coach to assist clients by developing customized financial plans and providing income protection recommendations.
Management Consulting
No H1B
U.S. Citizen OnlyHiring Manager
Lynette Wilson, PMP, PMI-ACP
Responsibilities
Developing customized financial plans
Analyzing financial data
Providing income protection recommendations
Preparing financial reports
Communicating strategies
Offering guidance to clients to help them improve their financial well-being
Qualification
Required
Strong Analytical Skills and ability to interpret financial data
Excellent Communication skills to engage effectively with clients
Detail-oriented, organized, and able to manage time effectively
Eagerness to learn and grow in a client-focused environment
Coachable and willing to take direction and implement blueprint to success
Entrepreneurial in spirit; has a heart to serve others
Company
The Wilson Legacy Group, LLC
Our mission is to educate families on the importance of financial stability and the necessity of income protection to protect their loved ones in times of uncertainty.
Founded in 2023
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase