financial services assistant

United Placement Group

<div>On-Site, Full-Time | Bradenton, FL 
Company: Alliance America
Alliance America, a trusted leader in wealth management and insurance services for over 40 years, is growing&mdash;and we&rsquo;re looking for a driven, detail-focused Financial Sales Assistant to join our on-site team in Bradenton, FL. If you enjoy supporting high-performing sales professionals, working with financial and insurance products, and are looking for real growth potential in a stable, expanding company, this role could be an excellent fit.
This is a full-time, in-office position (Monday&ndash;Friday, 8:00 a.m.&ndash;4:30 p.m.) supporting our VP of Insurance Sales and a nationwide network of independent financial advisors. There is no remote option for this role.
What You&rsquo;ll Do<ul><li>
Support the VP of Sales with day-to-day sales, follow-up, and administrative activities.</li><li>
Run life and annuity illustrations and assist with case design and product comparisons.</li><li>
Partner with outside financial advisors by answering product and case questions and providing timely case status updates.</li><li>
Prepare, review, and process insurance applications and related paperwork, ensuring completeness and accuracy.</li><li>
Scrub documents, order exams, track case progress, and help keep every file moving forward.</li><li>
Assist with agent contracting, licensing, and appointment processing.</li><li>
Help route and respond to commission-related questions.</li><li>
Maintain accurate records and update CRM/client databases.</li><li>
Provide high-quality customer service to advisors, clients, and internal team members in a fast-paced, professional environment.</li></ul>
What You Bring<ul><li>
1&ndash;2 years of administrative or customer service experience (financial services or insurance a strong plus).</li><li>
Experience in insurance, investments, or financial services is highly preferred.</li><li>
Familiarity with life insurance and annuity products is a plus (or strong interest in learning).</li><li>
Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM or agency management systems preferred.</li><li>
Excellent written and verbal communication skills.</li><li>
Exceptional organizational skills, accuracy, and attention to detail.</li><li>
Ability to manage multiple tasks, deadlines, and priorities with a positive, professional attitude.</li><li>
Must be able to work on-site in Bradenton, FL on a full-time basis.</li><li>
Active Florida 2-15 Life, Health and Annuity license, or the ability to obtain within a specified timeframe (per company policy).</li></ul>
What You&rsquo;ll Gain<ul><li>
Medical, dental, vision, and life insurance.</li><li>
401(k) with company match.</li><li>
Paid time off, paid holidays, and vacation days.</li><li>
The stability of a long-established, reputable organization with room to grow your career in financial and insurance sales support.</li><li>
The opportunity to become a key partner to leadership and top-producing advisors.</li></ul>
If you are organized, detail-oriented, and energized by supporting a high-performing sales team in the financial services industry, we&rsquo;d love to hear from you.
To Apply: 
Please submit your resume (and a brief cover letter, if available) describing your relevant experience and why you&rsquo;re a strong fit for this on-site Financial Sales Assistant role with Alliance America.</div>

Financial Sales Assistant - Insurance & Annuities - Full Time - On-Site Only

Allegiant Wealth Partners

Job Overview We are seeking a proactive and detail-oriented PART-TIME Financial Advisor Assistant to join our dynamic team. This energetic role offers an exciting opportunity to support financial advisors in delivering exceptional client service and ensuring smooth office operations. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a passion for people and customer support. As a key member of our Mid-South Team, you will help streamline administrative processes, manage client interactions, and contribute to the overall success of our financial advisory services.Duties<ul><li>Provide comprehensive administrative support to financial advisors, including scheduling appointments and managing calendars.</li><li>Handle greeting clients professionally and directing inquiries efficiently.</li><li>Manage multi-line phone systems, answer incoming calls with courteous phone etiquette, and route messages accurately.</li><li>Maintain organized client files through meticulous filing, data entry, and record keeping using digital tools like Microsoft Office and Google Workspace.</li><li>Assist with bookkeeping tasks using proprietary software applications that you will be trained to use.</li><li>Support office management duties such as supply ordering, document proofreading, and ensuring a well-organized workspace.</li><li>Facilitate customer support by addressing client questions promptly and providing exceptional service to enhance client satisfaction.</li></ul>Requirements<ul><li>Proven experience in office management, clerical work, or administrative roles within a professional environment.</li><li>Strong computer literacy with proficiency in Microsoft Office Suite (Word, Excel, Outlook), Google Workspace.</li><li>Excellent organizational skills with the ability to prioritize tasks effectively and manage time efficiently.</li><li>Demonstrated experience with multi-line phone systems, phone etiquette, and customer service excellence.</li><li>Attention to detail in proofreading documents and maintaining accurate data entry records.</li><li>Prior personal assistant or office experience is preferred.</li><li>Strong interpersonal skills combined with professionalism to support clients and team members alike. Join us as a Financial Advisor Assistant where your enthusiasm meets your expertise! Help us deliver outstanding service while growing your career in a vibrant environment dedicated to excellence and client success.</li></ul>Pay: $32,000.00 - $44,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li></ul>Work Location: In person

Financial Advisor Assistant

The Piedmont Group

<div>Financial Advisor Assistant 
Location: Dunwoody, GA
Job Type: Full-Time, permanent
Salary: up to $60K, depending on experience
Hybrid: After training ~ 2 days remote, 3 days in the office 
We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment. 
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 
Key Attributes<ul><li>
High level of professionalism and confidentiality</li><li>
Strong problem-solving mindset</li><li>
Self-starter with the ability to anticipate needs</li><li>
Team-oriented with a client-first attitude</li><li>
Compensation Benefits</li><li>
Competitive salary based on experience</li><li>
Bonus opportunities</li><li>
Health benefits and retirement plan options</li><li>
Paid time off and holidays</li><li>
Opportunities for professional growth and licensing support</li></ul> 

Compensation:
$60,000 
Responsibilities:
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 

Qualifications:<ul><li>
2+ years of administrative or client service experience (financial services preferred)</li><li>
Strong organizational skills and attention to detail</li><li>
Excellent written and verbal communication skills</li><li>
Proficiency in Microsoft Office (Word, Excel, Outlook)</li><li>
Ability to manage multiple priorities and meet deadlines</li></ul> 
Preferred:<ul><li>
Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox)</li><li>
Familiarity with financial products (investments, insurance, retirement plans)</li><li>
Securities licenses (Series 6, 7, or 65/66) or willingness to obtain</li><li>
Experience with financial planning software</li></ul> 

About Company 
Why Financial Advisors Choose The Piedmont Group
We Offer Our Advisors:<ul><li>
Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees</li><li>
Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career</li><li>
Aggressive, performance-driven, and bonus-structured compensation</li><li>
Licensure sponsorship/reimbursement</li><li>
Your existing and new business is yours</li><li>
We are a non-captive agency</li><li>
Concierge-level advisor services</li><li>
Innovative tools and technology to scale your practice</li><li>
100+ seasoned advisors that can mentor &amp; assist in business growth</li></ul>
At The Piedmont Group, advisors gain a true strategic partner&mdash;one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.</div>

The Claremont Colleges

<div>ABOUT THE POSITION :
The Collections Assistant provides loan and other collections services and accounting to members of The Claremont Colleges. This role maintains, processes, updates, monitors, and reconciles loan activity and transactions. This position reviews and processes cash sales and customer invoice payments and prepares bank deposits. In addition, the Collections Assistant is responsible for supporting the policies and procedures and ensuring compliance with institutional guidelines and federal and state regulations.
<div><div><div><div><div><div><div><div><div>ESSENTIAL FUNCTIONS:
The following are the essential duties and responsibilities the incumbent must be able to perform.
Loan Collections Services
<ul><li>Assist in processing and maintaining loan advances through a third-party billing service or other system(s) in compliance with federal and/or state regulations or institutional policies.
</li><li>Assist in preparing appropriate forms and conducting Exit Loan Counseling Interviews to graduating students and following up with Financial Aid offices on &ldquo;no show&rdquo; students.
</li><li>Forward Exit packets to students leaving the institution.
</li><li>Assist in posting student loan payments.
</li><li>Assist in processing Emergency Loan Requests and distributing funds to the appropriate students.
</li><li>Assist in processing documents for assignment of delinquent accounts to collection agencies, the Department of Education, or other agencies.
</li><li>Assist in processing deferment and hardship requests. Assist in completing and forwarding loan consolidation forms to lending institutions.
</li><li>Assist in sending Promissory Notes to borrowers when loans are paid in full and issue refunds for overpayments, if necessary.
</li><li>Archive and retrieve loan documents to/from the records management system.
</li></ul>Other Collections Services
<ul><li>Collect and verify cash/checks received from internal and external constituents.
</li><li>Prepare daily bank deposits by 5pm.
</li><li>Process deposits in financial system.
</li><li>Review electronic fund transfers.
</li><li>Research transactions, respond to inquiries, provide information timely to internal and external constituents.
</li><li>Perform other related duties as assigned.
</li></ul>Work Schedule: The regular hours for this full-time position are 8:00 a.m. to 5:00 p.m., Monday through Friday for approximately three months with the possibility of extension. May be required to work holiday, weekend, and/or evening hours. Regular hours may vary due to needs of the organization or business unit. This position is not eligible for a hybrid work schedule.
QUALIFICATIONS:
The following qualifications are required to perform the essential functions of this position, or the individual must be able to demonstrate how the essential functions will be performed (with or without reasonable accommodation) using other qualifications not listed below.
Education : A high school diploma or the equivalent, or a combination of education, training, and experience that provides the necessary knowledge, skills, and abilities. An associate degree with a focus on business courses is preferred.
Experience : No experience is required. Six months of work experience is preferred.
Knowledge, Skills, and Abilities :
<ul><li>Able to establish and adjust priorities that distinguish the important from the urgent.
</li><li>Demonstrated self-starter, with strong analytic, problem solving, critical thinking and research skills.
</li><li>Demonstrated organizational, time management, and multitasking skills.
</li><li>Ability to meet deadlines in a fast-paced environment with a heavy workload.
</li><li>Able to be responsiveness to constituents, peers, and superiors.
</li><li>Able to communicate relevant information clearly and concisely in a timely manner in written and verbal form.
</li><li>Skilled at maintaining the confidentiality of sensitive information.
</li><li>Able to exercise good judgment.
</li><li>Demonstrates initiative through early identification of problems and resourcefulness in timely resolution.
</li><li>Able to collaborate with superiors, peers, and constituents resulting in trust and free-flowing communication.
</li><li>Able to work effectively and congenially with individuals from diverse backgrounds and various levels of the organization.
</li><li>Demonstrates openness and responsiveness to new ideas and change.
</li><li>Able to follow through and implement plans and changes.
</li><li>Knowledgeable at fostering respect from others.
</li><li>Able to communicate clearly in writing and orally in English with a strong customer service orientation.
</li><li>Able to work well with diverse internal and external constituents in a team-oriented environment.
</li><li>Proficiency in the current suite of Microsoft Office products.
</li><li>Able to project and establish a standard reflecting a professional image through dress, demeanor, and office environment.
</li><li>Able to learn software and systems used by Financial Services and the third-party loan servicing provider.
</li></ul>Preferred Qualifications:
<ul><li>An associate degree with a focus on accounting courses is preferred.
</li></ul>Certification/Licenses:
<ul><li>A valid driver's license and satisfactory results on the following post-offer pre-employment driving record check.
</li></ul>COMPENSATION:
Pay : The pay range for this position is $21.50-$23.50 per hour depending on experience.
Benefits : This position is eligible for our employment benefits package including:
<ul><li>medical, dental, vision,
</li><li>10% retirement contributions after one year (no matching required),
</li><li>group life insurance,
</li><li>generous time off,
</li><li>professional development funds,
</li><li>discounts for mobile plans, software, and entertainment,
</li><li>access to fitness facilities,
</li><li>and more!
</li></ul>PHYSICAL REQUIREMENTS: 
Sedentary work that primary involves sitting and standing:
 Constantly Frequently Occasionally Never 
Active work that primary involves standing and walking:
 Constantly Frequently Occasionally Never 
Light work that involves moving objects weighing up to 10 pounds:
 Constantly Frequently Occasionally Never 
Medium work that includes moving objects weighing up to 25 pounds:
 Constantly Frequently Occasionally Never 
Medium work that includes moving objects weighing up to 40 pounds:
 Constantly Frequently Occasionally Never 
Heavy work that includes moving objects weighing up to 50 pounds:
 Constantly Frequently Occasionally Never 
Operate a computer or other work requiring repetitive movement of wrists, hands, &amp; fingers:
 Constantly Frequently Occasionally Never 
Operate a street legal golf cart, a company automobile, or other heavy machinery:
 Constantly Frequently Occasionally Never 
Read or write electronic or printed materials:
 Constantly Frequently Occasionally Never 
Communicate verbally in person, by phone or another device:
 Constantly Frequently Occasionally Never 
Moving body into different positions to work down low, overhead, or outward:
 Constantly Frequently Occasionally Never 
Work involving climbing ladders, stairs, scaffolding, or similar:
 Constantly Frequently Occasionally Never 
Work in various environments including low, high, tight, low-ventilation, or confined spaces:
 Constantly Frequently Occasionally Never 
Work indoors in climate-controlled spaces:
 Constantly Frequently Occasionally Never 
Work outdoors in various weather conditions:
 Constantly Frequently Occasionally Never 
Work in a noisy environment:
 Constantly Frequently Occasionally Never
</div></div></div></div></div></div></div></div></div>Disclaimer:
This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position. When duties and responsibilities change and develop, The Claremont Colleges Services will review this job description and make changes of business necessity. TCCS reserves the right to modify job duties or assign additional duties as needed.
ADA/OSHA:
This job description defines the essential job duties of this position. The Claremont Colleges Services expects that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others. It may also include marginal functions, generally defined within Title I of the Americans with Disabilities Act (ADA) and the Occupational Safety and Health Administration (OSHA).
Equal Opportunity Employer:
TCCS is an equal opportunity employer. TCCS managers make employment decisions on the basis of merit, with the aim of having the best available person in every job. TCCS prohibits discrimination based on all characteristics protected by federal, state, or local law or ordinance or regulation. TCCS also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of these characteristics. All such discrimination is unlawful.</div>

Collections Assistant

James Investment Group

Financial Service AssociateLocation: Iowa City, IASalary Range: $60,000 - $80,000 commensurate with experience*Moving bonus available for non-local applicantsAbout Us:We are a team of progressive financial service professionals dedicated to delivering an exceptional client experience and giving back to our community. We pride ourselves on fostering a team-centered culture where collaboration, accountability and authenticity are essential. As a small business, we offer a dynamic work environment where responsibilities can evolve, providing ample opportunities for learning, growth and professional development.Position Overview: The Financial Service Associate will be responsible for supporting the lead Financial Advisor in a financial services practice. They will assist with documenting client meetings, fulfilling service requests, and managing correspondence while promoting operational efficiency across the organization as a whole.This position is a client-facing, salary-based role with opportunities for growth and no sales requirements. Start date is negotiable.The ideal candidate will be detail-oriented with exceptional organization, time management and communication skills. Financial Service industry experience is desired but not required.Key Responsibilities:&middot; Support senior staff managing email correspondence and responding to client requests&middot; Assist with client meeting preparation, generating agendas and forms in advance&middot; Conduct independent research to verify paperwork requirements, processes and procedures with both internal and external stakeholders&middot; Arrive prepared and on-time to participate in scheduled client meetings each day&middot; Document client interactions in CRM software in a timely manner, identifying and assigning follow-up tasks as needed&middot; Provide exceptional hospitality and customer service to all clients and visitors&middot; Assist clients with scheduling, technology, document delivery and cash management&middot; Collaborate with team members on various projects to achieve collective goals&middot; Adapt to changing roles and responsibilities as needed in a small business environment&middot; Go above and beyond to ensure client satisfaction and office efficiency, always maintaining confidentiality and discretionIdeal Candidates: &middot; Are accountable, detail-oriented, organized, responsible, and reliable&middot; Possess excellent communication skills and are comfortable in a client-facing role&middot; Are genuinely interested in helping others and putting client needs first&middot; Take ownership of tasks and see them through from beginning to end&middot; Enjoy problem solving, anticipating obstacles and planning ahead&middot; Have a proven track record making positive contributions to team environmentsRequired Qualifications:&middot; High School Diploma or G.E.D. Certificate&middot; 3-5 years professional experience in any industry&middot; 1-3 years in the financial service industry a related field, such as:<ul><li>Retail Banking, Insurance, Loan Processing</li><li>Wealth Management, Financial Analysis, Relationship Management</li><li>Retirement Plan Services, Pension/Benefit Administration</li><li>Financial Reporting, Regulatory &amp; Compliance, Corporate Finance</li><li>Bookkeeping, Tax Preparation</li></ul>Desired but not Required:&middot; Post-Secondary education in a related field of study, such as:<ul><li>Finance, Economics, Accounting</li><li>Financial Decision-Making, Personal Finance, Investment or Wealth Management</li></ul>&middot; Certifications:<ul><li>SIE / Series 7</li><li>Series 66 (63/65)</li><li>Life, Health and Long-Term Care Insurance licenses</li><li>Certified Financial Planning (CFP) or Chartered Financial Consultant (ChFC) Certifications</li></ul>Why Join Us?&middot; Competitive salary and benefits package.&middot; Opportunities for professional growth and development.&middot; Collaborative and inclusive work environment.&middot; Dynamic responsibilities that provide variety and learning opportunities.Additional Information:&middot; This is a full-time, on-site position with remote work opportunities available to accommodate inclement weather or illness.&middot; COVID-19 vaccination is mandatory for this position, subject to accommodations for health or religious reasons.&middot; Background check, fingerprinting, and disclosure of personal financial history, including a credit check, are required by our home office/broker-dealer.&middot; Clean U-4 and U-5 history is required for individuals with financial service industry experience.Pay: $60,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Financial planning services</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Paid training</li><li>Parental leave</li><li>Professional development assistance</li><li>Relocation assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Education:<ul><li>High school or equivalent (Required)</li></ul>Experience:<ul><li>professional (any industry): 3 years (Required)</li><li>finance industry: 1 year (Preferred)</li></ul>License/Certification:<ul><li>Securities Industry Essentials (Preferred)</li><li>Series 7 (Preferred)</li><li>Series 66 (Preferred)</li><li>CFP (Preferred)</li><li>ChFC (Chartered Financial Consultant) (Preferred)</li></ul>Ability to Commute:<ul><li>Iowa City, IA 52245 (Required)</li></ul>Ability to Relocate:<ul><li>Iowa City, IA 52245: Relocate with an employer provided relocation package (Required)</li></ul>Work Location: In person

Financial Service Associate

iQ Credit Union

<div>Must be currently enrolled in an iQ High School Campus Branch Program.
Assist members with their financial transactions, including cash handling and processing negotiable instruments. Initiate and engage members in discussions about the comprehensive range of credit union services and products. Educate and promote services and products in alignment with the Vision, Mission, and Operating Principles, ensuring members receive tailored solutions to meet their financial needs.
Essential Duties:<ul><li>
Develop a deep understanding the features and benefits of Credit Union services and hone your selling skills to effectively promote them to members.
</li><li>Utilize knowledge of products and services to assist and cross-sell to members during each interaction.
</li><li>Actively participate in branch activities and weekly sales meetings to achieve specific detailed and measurable service and sales goals.</li><li>
Encourage teamwork by proactively participating in developing and maintain an environment of respect and collaboration to ensure member loyalty and employee engagement.
</li><li>Participate in coaching sessions, development plans and performance reviews to address areas of opportunity, enhance your skillset and contribute to your personal growth. Commit to and successfully execute on agreed upon action plans with your manager.</li><li>
Make service follow-up calls to members on a consistent basis. Utilize outbound calls to members to address questions, identify opportunities to promote relevant products and services and ensure accuracy and resolution in all credit union transactions.
</li><li>Process various transactions such as deposits, withdrawals, loan payments, and transfers accurately and efficiently.</li><li>
Assist members with any inquiries, questions or problems to ensure any account errors or issues are resolved in a timely fashion. This includes any research and accuracy in cash handling policies and procedures.</li><li>
Maintain accurate cash drawer balances throughout the day, balancing as directed or needed based on length of shift. Ensure timely balancing at the end of each shift to guarantee accurate financial records.</li><li>
Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.</li><li>
Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.</li><li>
Maintain flexibility and adaptability in handling unexpected challenges, adjusting workflows to meet changing business and member needs.
</li><li>Adapt to evolving member needs and effectively navigate change with resilience, maintaining a strong commitment to organizational goals. Proactively support business initiatives by embracing new processes, technologies, and service strategies to enhance team performance and member experience.</li></ul>
Knowledge and Skills:
Experience: One month to twelve months of similar or related experience. Must be actively enrolled and participating in an iQ sponsored Campus Branch Program.
Education: No high school diploma required.
Location: 19200 SE 31st St, Vancouver, WA 98607
iQ Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.</div>

192nd Intern MSR

Sevenfold Impact

Job OverviewThe mission of SFI Financials is to protect families, build wealth, and create financial freedom for everyday people and families.This is a flexible opportunity for sharp, driven individuals who want to grow professionally, while helping others to understand how to protect income, build wealth, and plan for the future.What You'll Do<ul><li>Meet with individuals and families (virtually or in person)</li><li>Educate clients on basic financial concepts (protection, savings, retirement)</li><li>Use company tools to provide customized options based on client needs</li><li>Assist clients through the application process</li><li>Participate in team trainings and ongoing development</li></ul>What We're Looking For<ul><li>Strong communication skills</li><li>Coachable and motivated mindset</li><li>Positive attitude and willingness to learn</li><li>Must be 18+ and authorized to work in the U.S</li></ul>Compensation<ul><li>Performance-based (commission + bonuses)</li><li>Part-time and full-time opportunities available</li><li>Income range varies based on effort and production</li></ul>What We Offer<ul><li>Flexible schedule</li><li>Ongoing training and mentorship from 6 and 7 figure earners</li><li>Growth into leadership roles</li><li>Supportive team environment</li></ul>This role is exceptionally ideal for motivated individuals eager to grow their career in the vibrant world of financial services. If you thrive in engaging environments where your skills make a real difference, we want to hear from you!Pay: $50,000.00 - $100,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Professional development assistance</li><li>Referral program</li></ul>Work Location: Hybrid remote in Spring, TX 77381

Associate, Financial Services

Search 10000+ Financial services assistant jobs near you this May. New roles added regularly across leading industries. Apply today.

10000 financial services assistant jobs Near Me

Financial Sales Assistant - Insurance & Annuities - Full Time - On-Site Only

Financial Advisor Assistant

Financial Advisor Assistant

Collections Assistant

Financial Service Associate

192nd Intern MSR

Associate, Financial Services