Remote Wealth Advisor: Educate, Empower, Earn

Melius Consulting

San Jose, CA(remote)

JOB DETAILS
SKILLS
Customer Service Management, Customer Support/Service, Finance, Licensing, Training/Teaching, Wealth Management
LOCATION
San Jose, CA
POSTED
2 days ago

A financial empowerment firm is seeking agents for a remote Wealth Management position. The role involves providing financial education and support to clients, requiring strong customer service and management skills. No prior finance experience is necessary as the company offers comprehensive training and resources. Candidates must be U.S. citizens, at least 18 years old, and able to pass a licensing exam. The position allows for personalized scheduling, ensuring a work-life balance.#J-18808-Ljbffr

About the Company

M

Melius Consulting