Financial Services Associate

About the Company At Davis Family Financial, our focus is helping individuals and families better understand their financial options through an educational approach. We work with a range of established financial institutions to provide clients with guidance and access to financial solutions that support their long-term goals. Position We are currently expanding our team and seeking individuals to join as Financial Services Associates. This is an entry-level role with training provided, designed for candidates who are interested in developing a career in financial services while working directly with clients. Responsibilities Meet with clients virtually to discuss their financial goals and needs Provide general education on financial concepts and available solutions Assist clients in implementing appropriate financial strategies Maintain ongoing communication and follow-up with clients Participate in training sessions and professional development Collaborate with team members to support client service efforts Training & Development No prior experience is required. We provide a structured training program to help you develop the skills needed to work with clients and understand financial service offerings. Compensation & Schedule This is a performance-based role. Compensation varies depending on activity and production. This position is structured as a full-time role. Flexible scheduling may be available based on performance and licensing progress. Licensing This position requires obtaining a state financial services license. The company provides guidance and support throughout the licensing process. Qualifications Must be at least 18 years of age Must be authorized to work in the United States and currently reside within the U.S. Strong communication and interpersonal skills Self-motivated and organized Ability to pass a standard background check, as required for licensing Willingness to complete required licensing within a reasonable timeframe #J-18808-Ljbffr Davis Family Financial