Note: The job is a remote job and is open to candidates in USA. Common Sense Financial provides accessible financial education and guidance to individuals and families, focusing on retirement planning, investment strategies, financial analysis, and long-term financial well-being. The Licensed Financial Specialist delivers personalized financial guidance, develops client plans, recommends strategies, educates clients, and maintains ongoing relationships while meeting regulatory and licensing requirements.
Responsibilities
- Assessing client financial needs
- Developing comprehensive financial plans
- Recommending strategies for retirement, investments, and long-term savings
- Conduct financial analyses
- Interpret reports
- Collaborate with clients to optimize asset protection, debt consolidation options, and tax-advantaged strategies
- Educating clients on financial concepts
- Presenting recommendations in a clear and accessible manner
- Maintaining ongoing relationships to adjust plans as circumstances change
- Adhere to regulatory requirements
- Maintain appropriate licensure
- Use digital tools to meet with clients, document recommendations, and track progress toward financial goals
Skills
- Proficiency in Financial Planning and Analytical Skills to develop, evaluate, and adjust client strategies for retirement, investments, and savings
- Excellent Communication skills to explain complex financial concepts clearly, build trust, and maintain long-term client relationships
- Relevant financial licenses or certifications (e.g., life/health insurance license or willingness to obtain them within a specified timeframe
- Ability to work effectively in a remote environment, manage time independently, and use virtual collaboration and CRM tools
- Demonstrated ethical judgment, attention to detail, and commitment to regulatory compliance and confidentiality
Benefits
- Full-time remote work arrangement
Company Overview