Financial Services Professional @ Lorenzo & Annette Uribe | Jobright.ai
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Lorenzo & Annette Uribe ยท 15 hours ago

Financial Services Professional

positionUnited States
timePart-time
remoteRemote
seniorityEntry Level
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Financial Services

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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

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Welcome! We are dedicated to helping businesses thrive and individuals secure a better financial future.
dateFounded in 2018
location
GLENDORA, CA, US
people-size0-1 employees

Funding

Current Stage
Early Stage
Company data provided by crunchbase
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