✓ Banking and Financial Services ✕ Clear
Banking and Financial Services Jobs in Roseville Ca Wfh
2 positions found
F
Financial Tips Evaluator (Remote)
$29 per hour - monthly
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Financial Services Representative – Work From Home
Salary not disclosed
Our nationwide financial services company is expanding and currently has openings for motivated individuals who are looking to grow and advance within the company.
As we continue expanding our local branch locations, we are seeking innovative and driven candidates who are ready to build a rewarding career in the financial services industry.
No prior experience is required.
If selected, you will receive full training and mentorship to help you succeed.
We are looking for individuals who: • Have strong customer service skills • Are motivated and growth-oriented • Enjoy working with people and helping others • Are interested in professional and personal development This is a great opportunity to join a fast-growing company and build a long-term career in a dynamic industry.
1.
Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.
2.
Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.
3.
Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client’s information that can help them make informed decisions.
4.
Complies with all the company's risk and regulatory standards, policies, and controls.
Remote working/work at home options are available for this role.
As we continue expanding our local branch locations, we are seeking innovative and driven candidates who are ready to build a rewarding career in the financial services industry.
No prior experience is required.
If selected, you will receive full training and mentorship to help you succeed.
We are looking for individuals who: • Have strong customer service skills • Are motivated and growth-oriented • Enjoy working with people and helping others • Are interested in professional and personal development This is a great opportunity to join a fast-growing company and build a long-term career in a dynamic industry.
1.
Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.
2.
Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.
3.
Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client’s information that can help them make informed decisions.
4.
Complies with all the company's risk and regulatory standards, policies, and controls.
Remote working/work at home options are available for this role.
jobs by
