TFA ยท 9 hours ago
Financial Services Professional (Remote/Flexible)
United States
Contract
Remote
Entry Level
$2,000/mo - $10,000/mo
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No H1B
Hiring Manager
Michelle Vine
Insider Connection @TFA
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Responsibilities
Educate clients on financial strategies and assist in planning for their financial futures.
Collaborate with a supportive team and work independently to achieve results.
Continuously learn and apply business and financial principles to enhance your financial IQ.
Build and maintain strong client relationships.
Learn how to build an agency utilizing our platform.
Qualification
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Required
MUST HAVE CLEAN BACKGROUND
OPT or F1/J1/HB-1 CANNOT BE CONSIDERED
No experience in FINANCIAL ADVISING/CONSULTING is necessary
Ability to educate clients on financial strategies and assist in planning for their financial futures
Ability to collaborate with a supportive team and work independently to achieve results
Willingness to continuously learn and apply business and financial principles to enhance financial IQ
Ability to build and maintain strong client relationships
Willingness to learn how to build an agency utilizing the provided platform
Preferred
Experience in customer service/client relations
Experience in sales/retail
Experience in banking
Experience in accounting
Experience in marketing/communications
Experience in managerial/leadership/entrepreneurial roles
Benefits
Advancement
Equity
Bonuses
Stock-Options
Profit Margins
Paid Travel
Company
TFA
0-1 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase
