Offer summary
Qualifications:
Strong interpersonal and communication skills, Detail-oriented with analytical abilities, Must pass a background check and have or be able to obtain a U.S Social Security Number, Must reside in the United States, Puerto Rico, or Canada.
Key responsabilities:
- Provide financial guidance and support to clients
- Conduct thorough financial assessments for clients
- Educate clients on financial products and services
- Identify cross-selling opportunities and participate in business development activities