Fractional Financial Advisor jobs in United States
info-icon
This job has closed.
company-logo

Impacts Health Care Solutions · 9 hours ago

Fractional Financial Advisor

Impact Health Care Solutions is a non-profit organization dedicated to making quality healthcare accessible through innovative, community-driven alternatives to traditional health insurance. In this part-time remote role, the Fractional Financial Advisor will introduce the savings program to contacts in exchange for residual income.

Hospital & Health Care
Hiring Manager
Ronald Wiggins
linkedin

Responsibilities

Introduce our savings program to your contacts in return for years of residual income

Qualification

Financial PlanningRetirement PlanningInvestmentsFinancial Advisor experienceCFP certificationCFA certificationAnalytical skillsHealthcare industry experienceNon-profit experienceProblem-solving skillsInterpersonal skillsCommunication skills

Required

Proficiency in Financial Planning and general Finance principles
Experience in Retirement Planning and knowledge of related strategies
Expertise in Investments and portfolio management
Proven background as a Financial Advisor with a strong ability to offer personalized solutions
Strong analytical and problem-solving skills with attention to detail
Excellent interpersonal and communication skills
Comfortable with remote work settings and managing schedules effectively

Preferred

Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly preferred
Experience working in the healthcare industry or with non-profit organizations is a plus

Company

Impacts Health Care Solutions

twitter
company-logo
**Impact Health Care Solutions** At Impact Health Care Solutions, we are redefining how individuals and families approach healthcare.

Funding

Current Stage
Early Stage
Company data provided by crunchbase