In addition, they thrive in a continuous learning, competitive environment. Enjoy celebrating the wins of their clients as well as their teammates. Embody contributing to the growth of the organization as a whole; while working with a company that values work life balance and has strong core values including integrity, character, accountability for everyone, and dependability. Promote financial planning and investment services Support the financial advisor educator role Create retirement plans to help reach financial goals Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives Assessing the financial needs of clients Evaluate client's financial situation and identify investment objectives through a comprehensive and customized financial planning process Help financial professionals achieve financial and business goals Attend training sessions Continue to advance financial planning career Develop financial plans for clients and prospects Provide financial planning support to clients Support investment professionals to cultivate client relationships Qualifications: Pass criminal background check Be legally authorized to work in the US Be a US resident Thrive in a competitive work environment Has an strong interest in all aspects of the financial literacy and planning Computer with camera and microphone Reliable Internet Excellent interpersonal skills Excellent verbal and written communication skills Loves helping people