Telephonically act as an advisor/consultant providing financial resource guidance, resources and information to clients on a variety of issues including budgeting, debt management, taxes and retirement planning
Ability to evaluate, troubleshoot, research and follow-up on client questions and concerns in a timely manner or period of time
Analyzing financial information/resources and providing clients with financial strategies
Work independently on tasks with the ability to foster a team environment in the sharing of knowledge and resources
Participate or lead other special projects as assigned

Bachelor’s Degree in Finance, Business, or Accounting Required
Current CPA, CFP or other finance certification/licensure preferred
Proficiency in Microsoft Office Suite
Motivated self-starter with exceptional communication skills and a strong focus on customer service
Quick thinking, high energy, positive, and professional, with demonstrated multi-tasking and critical thinking skills
Must have high-speed internet and workspace free from distraction, disruption or noise
Ability to be on camera when attending work related trainings, meetings and/or events
Must be able to sit or stand at desk for prolonged periods of time while working on a computer

FinancialConnect Specialist

Key skills