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
Apply Now
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
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
Quick Apply
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