Remote Financial Advice Consulting Specialist

Job is Expired
Location: Nationwide
Compensation: To Be Discussed
Staff Reviewed: Thu, May 12, 2022

Job Summary

A financial provider is seeking a Remote Financial Advice Consulting Specialist.

Individual must be able to fulfill the following responsibilities:

  • Utilize project management skills
  • Participate in projects related to Advice
  • Develop and maintain strong relationships with field leaders

Required Skills:

  • 2+ years of operational experience in a matrixed, cross-functional environment
  • 4+ years of Financial Services experience
  • Subject matter expertise in financial planning and the advisory working model
  • Bachelor's degree in Business, Economics, or similar field

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