J. Miller Financial Services · 1 day ago
Independent Financial Consultant
United States
Full-time
Remote
New Grad, Entry Level
$1,200/mo - $5,000/moJ. Miller Financial Services is a mission-driven financial services firm dedicated to educating individuals, families and business owners on strategies that create clarity and long-term peace of mind. As an Independent Financial Consultant, you will provide education and guidance on financial strategies, assess client needs, and develop plans for growth and protection while maintaining ongoing communication with clients.
Financial Services
Hiring Manager
Wendy J. Miller
Responsibilities
Assessing client needs
Developing financial strategies for growth and protection
Supporting retirement planning
Analyzing financial data to recommend appropriate solutions
Maintaining ongoing client communication to ensure strategies stay aligned as life changes
Qualification
Required
Effective communication and interpersonal skills: build and manage client relationships
Coachability: be open to feedback and training
Integrity: demonstrate honesty, transparency and ethical decision-making in all interactions
Entrepreneur-minded: self-directed, goal-oriented, and willing to invest time and effort into developing a long-term, sustainable financial services business
Preferred
A background in sales, customer service or entrepreneurship is helpful
Licensing is required and can be obtained through our training program
Company
J. Miller Financial Services
J.
Founded in 2023
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase