Big Spur Financial ยท 4 days ago
Financial Services Professional
United States
Part-time
Remote
Entry Level
$20K/yr - $75K/yr
Maximize your interview chancesFinancial Services
No H1B
Insider Connection @Big Spur Financial
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Assist clients in financial planning and retirement planning
Deliver financial services
Communicate with clients
Analyze clients' financial needs
Provide tailored solutions to help clients achieve their goals
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.
Required
Strong Communication skills
Customer service skills
Ability to work independently and remotely
Detail-oriented and analytical mindset
Coachable mindset
Must be 18 years or older.
Must be located within the US.
Must be able to pass a background check.
Must be authorized to work in the US.
Preferred
Certifications in financial planning (e.g., life and health) are a plus
Company
Big Spur Financial
We help our clients achieve their financial goals by taking an exciting and educative approach to financial services.
Founded in 1986Dallas, TX
51-200 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase
