Remote Financial Services Advisor Experience Associate

Location: Alabama, Alaska, Arizona, Arkansas, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, U.S. Virgin Islands, Vermont, Virginia, West Virginia, Wisconsin, Wyoming

Compensation: Piece Work

Staff Reviewed: Wed, Oct 07, 2020

This job expires in 8 days

Remote Level: 100% Remote

Employer Type: Employer

Job Summary

A financial advisory company is searching for a person to fill their position for a Remote Financial Services Advisor Experience Associate.

Candidates will be responsible for the following:

  • Assisting our advisor clients with all questions
  • Being the internal voice of the advisor to offer insights
  • Delivering above-and-beyond, consistent client service and support

Applicants must meet the following qualifications:

  • Relevant experience working in financial services or technology
  • Advisor experience
  • Comfort working in ambiguous situations