ASK BREE & LISA, LLC. · 8 hours ago
FINANCIAL PLANNING SPECIALIST [ENTRY-LEVEL]
United States
Part-time
Remote
New Grad, Entry LevelASK BREE & LISA, LLC. is seeking a driven, entrepreneurial-minded individual to join their team as an Entry-Level Retirement Planning Specialist. In this role, you will help clients develop comprehensive retirement strategies while building your own professional practice within a supportive framework.
Financial Services
Responsibilities
Provide personalized retirement planning solutions to clients
Educate clients on retirement asset growth and protection strategies
Conduct needs analyses and recommend appropriate financial products
Build and maintain long-term client relationships
Leverage our digital platforms to enhance client experience
Stay current on industry regulations and product offerings
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Be a coachable, organized team member interested in pursuing training development and educational opportunities
Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Qualification
Required
Strong interest in financial services (prior experience beneficial but not required)
Excellent communication and relationship-building skills
Self-motivated with an entrepreneurial mindset
Desire to continuously learn and develop professionally
Willingness to obtain necessary licenses (we provide training and support)
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Benefits
Comprehensive Training: Industry-leading education and mentorship programs
Work Flexibility: Build your business around your lifestyle
Purpose-Driven Work: Make a real difference in families' financial futures
Company
ASK BREE & LISA, LLC.
Financial well-being can impact nearly all areas of your life, including your physical and mental health.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase