- Assist with client onboarding and appointment scheduling
- Coordinate onsite and virtual meetings
- Manage calendars, confirmations, and follow-ups
- Support licensed agents with administrative and client-facing tasks
- Maintain accurate client records and documentation
- Communicate professionally via phone, text, and email
- Learn foundational concepts in insurance, retirement, and income planning
- Strong communication and organizational skills
- Professional, reliable, and detail-oriented
- Coachable and eager to learn
- Comfortable with Zoom, Google Workspace, and CRM tools
- Ability to work independently and in an office environment
- Must be 18+ and authorized to work in the U.S.
- 1099 Independent Contractor
- Performance-based compensation (paid training + bonuses)
- Advancement opportunities into licensed and leadership roles
- Flexible schedule (onsite & remote options)
- Supportive team culture with hands-on mentorship
- Clear growth path in financial services
- Skills that translate across finance, sales, and operations
- Purpose-driven work helping families and entrepreneurs plan for the future
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Financial Assistant - Carrollton - Real Gen Wealth
1 day ago
Description
Overview
Financial Assistant Location: Onsite & Remote (DallasCarrollton area preferred). Schedule: Flexible | Part-Time or Full-Time. Job Type: Independent Contractor
Location: Onsite & Remote (DallasCarrollton area preferred).
About the Role: We are expanding our financial services office and seeking a motivated Financial Assistant to support daily operations, client coordination, and administrative tasks. This role is ideal for someone who is organized, coachable, and interested in gaining exposure to the financial services industry. No prior financial experience is required training and mentorship are provided.
Key Responsibilities
What Were Looking For
Compensation
Why Join Us
Next Steps
Interested candidates can apply here or message us directly to schedule a brief introduction call.
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Financial Assistant
Only for registered members Carrollton
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Financial Assistant
Only for registered members Carrollton, TX
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Financial Services Assistant
Full time Only for registered members Dallas
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Financial Assistant
Only for registered members Irving
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Financial Assistant
Only for registered members Irving, TX
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Financial Administrative Assistant
Only for registered members Irving, TX
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Financial Services Assistant
Only for registered members Richardson, TX
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Financial Operations Assistant
Full time Only for registered members Irving
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Financial Operations Assistant
Only for registered members Irving
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Financial Assistant
Only for registered members Dallas
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Financial Assistant
Only for registered members Dallas, TX
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Financial Assistant
Only for registered members Dallas
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Financial Operations Assistant
Only for registered members Irving, TX
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Financial Operations Assistant
Only for registered members Irving, TX
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Financial Operations Assistant
Only for registered members Irving, Texas
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Financial Assistance Specialist
Careers Integrated Resources Inc- Dallas
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Financial Assistant-Healthcare
Only for registered members Dallas, TX
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Financial Assistance Spec
Only for registered members Dallas
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Clerical/Financial Assistant
Only for registered members Hurst, TX
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Financial Services Assistant
Only for registered members North Dallas, TX
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Senior Financial Assistant
Only for registered members Fort Worth