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Virtual Financial Advisor

2 months ago

Seattle, Washington, United States SAFE - Secure, Adequate Financial Education LLC Full time

Company Overview: SAFE - Secure, Adequate Financial Education LLC is dedicated to providing comprehensive financial guidance and education to individuals seeking to improve their financial literacy.

Position Overview: We are looking for a part-time, remote Financial Coach who is passionate about helping clients navigate their financial journeys.

Key Responsibilities:

  • Conduct virtual meetings with clients to evaluate their financial circumstances.
  • Identify areas of concern and provide tailored solutions using our proprietary software and services.
  • Manage your own schedule effectively while balancing client needs and training commitments.
  • Participate in weekly training sessions and engage in self-study to obtain necessary licenses.

Position Requirements:

  • Proficient in computer use and familiar with Google Drive.
  • Experience with Zoom for virtual meetings.
  • Strong communication and writing skills.
  • Customer service experience is advantageous.
  • Must be a U.S. citizen, at least 18 years old, and able to pass a federal background check.

Soft Skills:

  • Excellent time management and self-motivation abilities.
  • Reliability and punctuality are essential.
  • A positive attitude and the ability to work both independently and collaboratively.

Reporting Structure:

  • Reports to Senior Regional Leader and Regional Vice President.

Job Goals:

  • This role requires an entrepreneurial mindset and a willingness to learn. Ideal candidates should be eager to acquire new knowledge and skills in the financial sector.
  • This position starts part-time but has the potential to evolve into a full-time role as your client base grows.
  • All necessary training and licensing, including life insurance and securities licenses, will be provided.

Compensation Structure:

  • Initial commissions upon client engagement.
  • Ongoing and cumulative earnings based on client retention.
  • Opportunity for passive income through business development.