Financial Associate (US and Canada) jobs in United States
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Experior Financial Group · 12 hours ago

Financial Associate (US and Canada)

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level

Experior Financial Group Inc. is a 100% Canadian-owned company with over 30 years of combined experience in the financial services industry. The Financial Associate will be responsible for analyzing financial statements, creating financial reports, and providing tailored insurance and investment solutions for clients.

Financial ServicesInsuranceLife Insurance
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Growth OpportunitiesbadNo H1Bnote
Hiring Manager
Philip Calhoun
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Responsibilities

Analyzing financial statements
Creating financial reports
Providing tailored insurance and investment solutions for clients
Working closely with clients to assess their financial goals
Offering expert financial advice
Ensuring compliance with financial regulations
Participating in ongoing training and development programs

Qualification

Financial StatementsFinancial ReportingAnalytical SkillsCommunication SkillsFinance EducationEconomics EducationLifeHealth LicenseSelf-motivated

Required

U.S. and Canadian Resident only
Strong understanding of Financial Statements, Finance, and Financial Reporting
Excellent Analytical Skills for problem-solving and decision-making
Exceptional Communication skills, both verbal and written, for client interaction and team collaboration
Self-motivated and capable of working independently in a remote environment
1099 commissions based
Own book of Business from day one
be your own boss, work at your own pace
must be willing to obtain a life and health license for the state your In

Preferred

Previous experience or education in finance, economics, or a related field is a plus. Not required we will train the right individuals

Benefits

Comprehensive training
Mentorship
Tools to help team members achieve their professional goals

Company

Experior Financial Group

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Experior Financial Group offers brokerage, insurance, investment solutions, and other financial services.
dateFounded in 2014
location
Guelph, Ontario, CAN
people-size51-200 employees
web-link
https://experiorfinancial.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Debra F. Davis
CEO of Rise Ujamaa Inc.
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Mr. Lekol Elijah Pie MBA
EXECUTIVE DIRECTOR @ EXPERIOR FINANCIAL GROUP
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Recent News

EIN Presswire
Experior Financial Group Inc. Surpasses 15,000 Licensed Agents Across Canada and the United States
2025-12-30
GlobalFinTechSeries
Experior Financial Group Releases Video Series Showcasing Corporate Leadership, and Debuting with CEO Lee-Ann Prickett
2025-11-19
EIN Presswire
Experior Financial Group Appoints Co-Founder Lee-Ann Prickett as Chief Executive Officer
2025-10-09
Company data provided by crunchbase