Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Personal Finance Coach/Agent
Job
Jenkins & Associates
Remote
Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
79
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Personal Finance Coach/Agent Jenkins & Associates - 4.0 Memphis, TN Job Details Part-time | Full-time 1 day ago Benefits Professional development assistance Flexible schedule Qualifications Financial sales Teamwork Customer service Research Customer relationship management Full Job Description Job Overview We are seeking a dynamic and dedicated Personal Financial Counselor to empower individuals in achieving their financial goals through expert guidance and personalized planning. In this role, you will serve as a trusted advisor, helping clients navigate complex financial landscapes with confidence. Your energetic approach will inspire clients to take proactive steps toward securing their financial future, whether through estate planning, investment management, or cash flow optimization. This position offers an exciting opportunity to make a meaningful impact while working within a collaborative and growth-oriented environment. Responsibilities Provide comprehensive financial counseling tailored to each client's unique circumstances, including estate planning, tax strategies, and wealth management solutions Assist clients in developing detailed financial plans that incorporate investment management, cash management, and retirement strategies Educate clients on various financial concepts such as asset allocation, portfolio management, and financial analysis to foster informed decision-making Conduct research on financial products and services to recommend suitable options aligned with client goals and risk tolerance Support clients in understanding legal aspects related to wills, trusts, estate law, and technical accounting practices Maintain strong customer relationships by delivering exceptional service and follow-up support throughout the planning process Collaborate with team members to stay current on industry regulations and enhance service delivery through continuous learning of financial software and research tools Skills Deep understanding of estate planning, wills, trusts, and estate law Proven experience in financial sales and customer relationship management Strong knowledge of tax principles and technical accounting standards Proficiency in financial analysis, investment management, and portfolio management techniques Ability to interpret complex financial data using various financial software applications Excellent math skills coupled with the ability to communicate intricate concepts clearly Familiarity with banking services, cash flow strategies, asset management, and public accounting practices This role is ideal for motivated professionals eager to leverage their expertise in financial services while making a tangible difference in clients' lives. Join us if you're passionate about guiding others toward financial stability and growth through energetic engagement and expert advice!