Financial Strategist

Financial Strategist/Professional
Ward Financial Services
Remote
Full-time, Part-time

Requirements:
-18+ years old
-US citizenship
-Pass background check
-Associates Degree (Bachelor’s Degree Preferred)

Job Description:
We are looking for dedicated individuals who want to help others plan for their, and their family’s future through financial services and strategies such as planning for retirement, investing safely, protecting their life and family assets.
We are a non-captive business who works with numerous worldwide organizations and are able to offer products and services best suited for their life and goals.

Responsibilities:
-Follow policy guidelines
-Maintain and safeguard client information
-Maintain client communication and manage a client portfolio
-Maintain/ obtain all necessary licenses, certifications and training as required by company and state laws

Core Values:
Faith
Family
Finance
Fitness
Fun

Benefits:
-Adaptable schedule
-No cold calling
-Opportunities to create a residual, passive and recurring income
-Work from home office via ZOOM Video conferencing

Job Types: Part-time, Full-time

Pay: $2,000.00 - $4,000.00 per month

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Physical Setting:

• Office

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: Remote