Note: The job is a remote job and is open to candidates in USA. FBSPL is a fully remote company seeking a Financial Planning Consultant to tailor plans to individuals' situations. The role involves engaging with clients to understand their priorities and guiding them to make confident decisions.

Responsibilities

• Tailor simple plans to each person's situation
• Ask strong questions and really listen
• Lay out options that fit their priorities
• Move conversations to a confident decision
• Manage your follow-up and pipeline

Skills

• A thoughtful, personable communicator
• Curious about people and their goals
• Self-directed and coachable
• Organized and detail-aware
• A quiet workspace and steady internet

Benefits

• Thorough training from the start
• Interested people who asked for help
• Coaching whenever you want it
• Flexible, fully remote schedule

Company Overview