Financial Consultant
AvaFin
full-time
Posted on:
Location Type: Remote
Location: Oregon • United States
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About the role
- Sit down with individuals, families, or business owners to discuss financial goals
- Help create a game plan or roadmap to achieve short-term and long-term financial goals
- Provide financial solutions, products, and services including retirement planning, wealth accumulation, college planning, investments, & insurance
Requirements
- 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 14 days
- Entrepreneurial spirit is key
Benefits
- Flexible schedule
- Performance-based promotions
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement planningwealth accumulationcollege planninginvestmentsinsurance
Soft Skills
entrepreneurial spiritcommunicationgoal settingproblem solving
Certifications
licensing requirements