- Conduct financial assessments for clients to identify their needs and objectives.
- Develop and implement personalized financial plans that meet client needs.
- Stay updated on financial concepts to provide accurate guidance.
- Build and maintain strong customer relationships through effective communication and exceptional service.
- Conduct annual reviews of client portfolios to ensure alignment with their evolving financial goals.
- Outstanding communication skills, both verbal & written
- Able to work effectively in a team environment
- Detail-oriented and the ability to follow up on tasks
- Work effectively under pressure and maintain a positive attitude
- Capable of multi-tasking, prioritizing, and managing time efficiently
- Full, In-Depth Training Program
- Flexible Schedule
- Part-Time and Full-Time Positions Available
- Exciting Work Environment
- Unlimited Growth Potential
- Work From Home
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Financial Services Consultant - Los Angeles - ANW Financial Consulting

1 week ago
Description
Job OverviewWe are urgently seeking new talent to join our company immediately Our firm has been leading the financial services industry for over 30 years.
Due to recent economic events, our firm has been able to easily transition into online services, which allows for the perfect opportunity to work from home.
We are rapidly growing and actively seeking to recruit from anywhere in the U.S.Due to our in-depth training program, there is no experience necessary. We are looking for individuals who are self-motivated, possess effective communication skills and excellent customer service skills.
Individuals who have a desire to help people, and a willingness to enter a training program as an entry-level financial services professional to steadily grow into management positions because we only promote from within our organization.
DutiesIndustry:
Financial Services
Employment Type:
Contract
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