Be an early applicantLess than 25 applicants

Lorenzo & Annette Uribe · 1 day ago

Financial Professional

United States

Part-time

Remote

Entry Level

Maximize your interview chances

Financial Services

Insider Connection @Lorenzo & Annette Uribe

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Helping clients get out of debt

Prepare clients for a secure retirement

Protect client's families in the event of illness, injury, aging or death

Assist clients to fund their kid's or grandkids' college education

Build and leave a legacy for the people and causes that matter most to them (wills and trusts)

Assist clients with their 401Ks, TSP, 403b's, IRA, Roth IRA

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

State professional licenseCoachableWilling to learnBusiness oriented

Required

Excellent communication skills

Ability to work independently and remotely

Coachable

Willing to obtain state professional license

Team player

Willing to learn and grow

Business oriented

Entrepreneurial

Company

Lorenzo & Annette Uribe

Welcome! We are dedicated to helping businesses thrive and individuals secure a better financial future.

Founded in 2018

GLENDORA, CA

1 employee

Funding

Current Stage

Early Stage

Company data provided by crunchbase

Orion

Your AI Copilot