Creed Agency ยท 3 hours ago
Financial Consultant
United States
Full-time
Remote
Entry Level
$2,000/mo - $4,500/mo
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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
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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.
Company
Creed Agency
Guiding you to a future of financial security. We take on an educative approach in offering financial solutions for each of our clients.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
