Part - Time Lead Associate

Various (Craigslist)

Compensation is performance-based under a 1099 independent contractor agreement, with earnings tied to client engagement and results.
huntsville,
part-time
Posted 2 days ago
finance
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Job Description

We are seeking a motivated individual for a part-time remote role focused on helping clients improve their financial knowledge and make informed financial decisions. In this role, you will work directly with clients to understand their goals, provide financial education, and help create simple, personalized financial plans. Training is provided, and no prior financial experience is required.

Responsibilities:

Serve as a primary point of contact for clients

Provide financial education and guidance

Help clients build basic financial plans

Support clients with budgeting, saving, and long-term planning

Work collaboratively with a small professional team

Requirements:

18+ and U.S. citizen

Must pass a background check

Strong communication and people skills

Self-motivated and reliable