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Upload Your ResumeAbout This Role
This part-time Lead Associate role focuses on educating clients about financial literacy and strategies, helping them develop customized financial plans to achieve independence and security.
Responsibilities
- Serve as a key contact and liaison for clients ensuring their total satisfaction
- Interact with clients & associates, providing timely and professional support
- Share financial knowledge, education, and strategies for various financial matters
- Work with clients to develop customized financial plans
- Guide and support clients in understanding and improving their financial situation
- Collaborate with a team of like-minded individuals
Requirements
- Must pass a background check
- 18 years or older
- U.S. citizen
- Entrepreneurially-minded
- Self-motivated
- Drive, passion, and desire to help people
Nice to Have
- Customer service background
- Leadership background
- Management background
- Education background
- Coaching background
- Military background
- Elite Athlete background