Capital Flow Enterprise ยท 3 hours ago
Remote Entry-Level Financial Consultant
United States
Part-time
Remote
Entry Level, Intern/New Grad
$2,500/mo - $20,000/mo
Maximize your interview chancesFinancial Services
No H1B
Insider Connection @Capital Flow Enterprise
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies
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
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 30 days
entrepreneurial spirit.
Preferred
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented.
You can work independently and work well as a team player.
Benefits
Flexible schedule
Unlimited Growth Potential
Work From Home
Company
Capital Flow Enterprise
Dedicated to helping generations better manage their money.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
