Remote Finance Professional- Entry-Level

3 days ago

Remote, Oregon, United States Benjamin Consultations Full time $50,000 - $100,000 per year

We are a forward thinking financial consulting team committed to providing exceptional service and support to our clients. We're looking for a motivated, detail-oriented individual with a love for helping others. This is an exciting opportunity to make a significant impact in the financial industry and help families from all walks of life in all stages of life

Key Responsibilities:

  • Provide comprehensive, insightful financial consulting services to clients.
  • Build great communication and maintain strong relationships with clients to understand their unique financial needs and goals.
  • Prepare financial reports, strategies, and recommendations tailored to clients' needs.
  • Collaborate with the team to deliver high-quality service and solutions.
  • Follow up on action items and ensure timely and accurate completion of client requests.

Qualifications:

  • Must reside in the United States, Puerto Rico, or Canada.
  • Must be 18 years old or older.
  • Strong mindset with a passion for helping others become successful.
  • Excellent verbal and written communication skills with the ability to clearly convey complex financial information.
  • Ability to work collaboratively and effectively within a team.
  • Detail-oriented with the ability to follow through and stay organized.
  • Strong multitasking and time-management skills.
  • Ability to prioritize tasks appropriately.

Why Join Us?

  • Remote work anywhere within the United States, Puerto Rico, or Canada.
  • Be part of a supportive, innovative, and inclusive team.
  • Opportunity for unlimited professional growth and development.
  • World-Class Training Program
  • No degree needed We value experience, skills, and a passion for financial planning over formal education.

Compensation:

Performance-Based

Approx. $50-100K annually

If you're driven, results-oriented and love helping people, we would love to hear from you. Apply today

Job Types: Full-time, Part-time

Pay: $50, $100,000.00 per year

Expected hours: 10 – 15 per week

Benefits:

  • Flexible schedule

Work Location: Remote

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