Financial Guide (On-Demand)
Company:Your Money Line
Location:United States
Languages:English, Spanish
Seniority level:Middle, 2+ years
Experience:2+ years
Skills:
Financial ManagementCommunication SkillsProblem SolvingCustomer serviceMentoringAttention to detailOrganizational skillsComplianceComputer skillsFinancial analysisCoachingInterpersonal skillsExcellent communication skillsRelationship buildingProblem-solving skillsEmpathyTrainingActive listeningClient relationship managementSales experienceRisk ManagementResearch skillsTechnical supportCRM
Requirements:
At least two (2) years of financial industry/coaching experience AFC®, CFP®, or other professional designation Excellent organizational and communication skills Ability to work under minimal supervision Adept at learning new technology (e.g., Salesforce) Excellent customer service skills Bilingual or full professional proficiency in Spanish
Responsibilities:
Listen to and discern participant needs, identify viable solutions, and communicate possible courses of action. Provide Spanish-speaking participants with support via phone, Zoom, email, and chat. Send follow-up information outlining summaries and next steps. Manage recurring counseling appointments. Create and deliver educational support via webinars, videos, articles, and other content. Escalate questions as necessary to senior members of the financial guide team. Attend training and coaching sessions.
