Key Responsibilities:

Support clients with financial planning and investment inquiries via phone, email, or in-person consultations. Provide excellent customer service, addressing client needs with professionalism, empathy, and integrity. Assist in preparing financial plans, analyzing client financial data, and recommending appropriate solutions under the guidance of senior advisors. Manage a book of business (for Series 65 licensed associates) with the goal of supporting a senior advisor. Maintain accurate client records, process requests, and ensure timely follow-ups. Collaborate with team members to deliver a seamless client experience. Uphold the company's values and contribute to a supportive, faith-based workplace.

Qualifications:

Experience required; we welcome enthusiastic individuals eager to learn. Must possess or be willing to obtain a Series 65 license (associates with a Series 65 license will receive a starting book of business). Strong communication and interpersonal skills. A positive attitude and a passion for helping clients achieve financial success. Comfortable working in a Christian-based environment (not required to be Christian, but must respect our values). Basic computer skills and the ability to learn new systems.

Job Details:

Position Type :

Part-Time or Full-Time Hourly Rate :

$25 per hour

Location :

Winter Garden, Florida Work Environment :

Christian-based, supportive, and collaborative atmosphere Why Join Us? Opportunity to grow in the financial industry with no prior experience needed. Series 65 licensed associates receive a starting book of business to kickstart their career. Be part of a faith-driven team at Stewardship America Financial that values integrity, compassion, and teamwork. Flexible part-time or full-time schedule to support work-life balance. Comprehensive training provided to set you up for success in financial advisory services. How to Apply To apply, please submit your resume and a brief cover letter to us. We look forward to learning more about you and how you can contribute to our team at Stewardship America Financial!

Note:

While our company operates in a Christian atmosphere, we are an equal opportunity employer and welcome applicants from all backgrounds.

Pay:

From $25.00 per hour

License/Certification:

Series 65 Certificate (Required)

Work Location:

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