Entry Level - Client Associate - Finance Services

Company Description

At Success Alliance, we help individuals create programs and portfolios to meet long-term financial goals. Our expertise includes investments, taxes, retirement, insurance, and estate planning. We assist clients in preparing for significant life events such as a child's education, retirement, or unexpected changes. Discover what your future holds by partnering with us today!

Role Description

This is a part-time or full-time remote role for an Entry Level - Retirement Planner. The Retirement Planner will assist clients in developing financial plans that address long-term goals, specifically focusing on retirement planning. Daily tasks include answering questions related to investments, taxes, and retirement, as well as providing general financial guidance. The role requires collaborating with clients over Zoom to understand their financial needs and create tailored plans to meet those needs.

***Please note this is 100% Commission-Only and you have the opportunity to make uncapped income, and work as many or as less hours as you want.

Qualifications

• Skills in Financial Planning and Retirement Planning
• Knowledge of Investments, Finance, and Retirement
• Strong communication and interpersonal skills
• Detail-oriented with excellent organizational skills
• Ability to work independently in a remote setting
• Bachelor's degree in Finance, Economics, or a related field is preferred
• Prior experience in financial services is a plus
• Life & Health license within your first 2 weeks

Benefits and Compensation

• Unlimited PTO
• Enjoy working from home, anywhere
• Work Part time or Full time
• Flexible Schedules
• Retirement Plans
• Company paid trips
• Uncapped earning potential