Note: The job is a remote job and is open to candidates in USA. Confidentia Global is a fully remote company seeking a Financial Planning Consultant. The role involves tailoring financial plans to individuals' situations and guiding them through decision-making processes.
Responsibilities
- Tailor simple plans to each person's situation
- Ask strong questions and really listen
- Lay out options that fit their priorities
- Move conversations to a confident decision
- Manage your follow-up and pipeline
Skills
- A thoughtful, personable communicator
- Curious about people and their goals
- Self-directed and coachable
- Organized and detail-aware
- A quiet workspace and steady internet
Benefits
- Thorough training from the start
- Interested people who asked for help
- Coaching whenever you want it
- Flexible, fully remote schedule
Company Overview