Financial Representatives are able to work online with clients in both their local regions and other states if desired. Both full-time and part-time financial coach positions are available, to serve both individual and organizational clients across the U.S. Full-Time positions are available once all licenses have been acquired.
- Prioritize actions
- Support clients toward greater financial health and security.
- Offer guidance, education, and accountability
- Gain a comprehensive understanding of clients’ financial situations by analyzing their financial documents
- Identify their needs and goals
- Define clear objectives
- All representatives must be licensed in the Financial Industry (training and licensing are provided).
- Those people who meet our standards and live in areas where we’ve received client requests may receive a full scholarship to take the coursework.
Vacancy Type: Full Time
Job Location: Houston, TX, US
Application Deadline: N/A