We are seeking a Finance Agent to join our team. The ideal candidate will have a strong background in financial services and possess excellent research, sales, and customer relationship management skills.
Responsibilities:
- Provide financial advice and support to clients
- Manage assets and assist with financial planning
- Develop and maintain customer relationships
- Conduct research on financial concepts and market trends
- Assist with cash management and investment strategies
- Collaborate with legal professionals on wills, trusts, and estate law matters
Experience:
- Proven experience in asset management and financial services
- Strong technical accounting skills
- Knowledge of financial concepts and cash management practices
Job Types: Full-time, Part-time, Contract, Permanent
Pay: $55,984.00 - $63,911.00 per year
Expected hours: No more than 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Tuition reimbursement
Compensation package:
- 1099 contract
- Bonus opportunities
- Commission pay
Weekly schedule:
- Monday to Friday
- Weekends as needed
Work setting:
- Hybrid work
- In the field
- Office
People with a criminal record are encouraged to apply
Ability to Relocate:
- Atlanta, GA 30337: Relocate before starting work (Required)
Work Location: Hybrid remote in Atlanta, GA 30337