Vortex Financial · 15 hours ago
Financial Professional
United States
Full-time
Remote
Entry Level
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Responsibilities
Guiding people to make financial choices that support their dreams and values.
Listen deeply to understand clients’ goals and challenges, then design solutions tailored to their needs.
Building lasting, authentic relationships that go beyond numbers.
Collaborating with a team of like-minded individuals who value both purpose and conscious wealth.
Qualification
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Someone interested in finance who can pass requirements of background checks and gain ownership of their financial state license.
A natural communicator who loves connecting with people.
Passionate about empowering others to thrive—financially and personally.
Motivated, passionate, and excited to grow alongside a team that values integrity and innovation.
Company
Vortex Financial
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
