What are the responsibilities and job description for the Remote Financial Literacy Coach position at The Sjoberg Group?
In addition they thrive in a continuous learning competitive environment. Enjoy celebrating the wins of their clients as well as their teammates. Embody contributing to the growth of the organization as a whole; while working with a company that values work life balance and has strong core values including integrity character accountability foreveryone and dependability.
- Promote financial planning and investment services
- Support the financial advisor educator role
- Create retirement plans to help reach financial goals
- Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives
- Assessing the financial needs of clients
- Evaluate clients financial situation and identify investment objectives through a comprehensive and customized financial planning process
- Help financial professionals achieve financial and business goals
- Attend training sessions
- Continue to advance financial planning career
- Develop financial plans for clients and prospects
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationshipsQualifications :
- Pass criminal background check
- Be legally authorized to work in the US
- Be a US resident
- Thrive in a competitive work environment
- Has an strong interest in all aspects of the financial literacy and planning
- Computer with camera and microphone
- Reliable Internet
- Excellent interpersonal skills
- Excellent verbal and written communication skills
- Loves helping people