Join FlexJobs to Unlock & Apply to Remote Jobs
• Find a remote job, faster!
• 123,088+ jobs across 50+ job categories
• Only hand-screened, legit jobs
• No ads, scams, junk
Expert resources, webinars & events
Find Your Next Remote Job!
About the Role:
We are looking for a motivated and detail-oriented Financial Consultant to join our team in an entry-level capacity. In this role, you will assist clients in managing their finances, providing advice on budgeting, saving, and investment strategies. As a Financial Consultant, you will help clients make informed decisions to achieve their financial goals, while receiving comprehensive training to grow your expertise in financial planning, investment strategies, and client relationship management.
No prior experience in finance is required—this is an excellent opportunity for someone with a strong interest in finance, a passion for helping others, and a desire to build a career in the financial services industry.
Key Responsibilities:
- Client Consultation: Assist clients by understanding their financial goals, current financial situation, and risk tolerance. Help clients develop personalized financial plans based on their needs.
- Financial Planning: Support clients with budgeting, saving, and planning for short- and long-term financial goals (e.g., retirement, education, purchasing a home). Provide basic recommendations for managing debt, investments, and savings.
- Investment Advice: Provide guidance on investment options, including mutual funds, stocks, bonds, and other financial products. Help clients understand their options and make informed decisions based on their goals and risk tolerance.
- Market Research: Stay informed about market trends, economic news, and changes in financial regulations. Share relevant insights and updates with clients to keep them informed and assist with their financial decisions.
- Financial Reports & Documentation: Help prepare financial reports, presentations, and documentation for clients. Maintain accurate records of client interactions, plans, and investments.
- Customer Service & Relationship Management: Build and maintain strong relationships with clients by providing ongoing support and financial guidance. Address client questions and concerns, ensuring high levels of satisfaction.
- Sales & Lead Generation: Assist in identifying potential clients, following up on leads, and contributing to business development activities. Support efforts to expand the client base and grow the business.
- Compliance & Regulations: Ensure all client recommendations and financial activities comply with industry regulations and company policies.
Qualifications:
- Education & Experience:
- High school diploma or equivalent required.
- No prior finance or consulting experience necessary—training will be provided.
- A background or interest in finance, business, or economics is a plus.
- Skills & Abilities:
- Strong communication and interpersonal skills for working with clients and explaining financial concepts in simple terms.
- Attention to detail and organizational skills to manage multiple clients and projects.
- Basic understanding of financial concepts, investment products, and market trends.
- Ability to analyze financial information and provide actionable recommendations.
- Comfortable using technology, including financial software, CRM systems, and office tools (Microsoft Office, spreadsheets).
- Desirable Attributes:
- Self-motivated, driven, and eager to learn about personal finance and investment strategies.
- Problem-solving mindset with a customer-first approach.
- Ability to build trust and relationships with clients.
- Interest in pursuing certifications (e.g., Series 7, CFP) or further education in finance.
What We Offer:
- Training & Development: Comprehensive training program to develop your financial knowledge, sales skills, and client service techniques. Opportunities for professional certifications and continuing education in financial planning and advisory services.
- Career Growth: Clear paths for advancement into senior consulting, financial planning, or managerial roles within the company.
- Supportive Environment: A collaborative team atmosphere where you'll work alongside experienced consultants and financial experts who will mentor and guide you.
- Competitive Compensation: Competitive salary plus performance-based incentives and benefits package, including health insurance, paid time off, retirement plans, and more.
If you're passionate about personal finance, enjoy helping others reach their financial goals, and are looking to build a rewarding career in the financial services industry, we encourage you to apply for the Financial Consultant role.
