Financial Services Specialist (Remote)

Summary: Ironclad Wealth Partners is a rapidly growing financial services brokerage focused on enhancing financial literacy. The Financial Services Specialist role involves teaching clients about financial basics, conducting needs analyses, and formulating tailored financial plans to help clients achieve their financial goals. Responsibilities: - Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work - Conduct Financial Needs Analysis to uncover financial goals of the client - Formulate tailored financial plans for them - Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf - Conduct semi annual and annual reviews Required Qualifications: - Willingness to get licensed in 7-10 days via a state-approved course - Ability to pass a background check - Legally authorized to work in the United States - No Felonies Preferred Qualifications: - Entrepreneurial Mindset - Leadership - Self-Motivation - Organization & Initiative - High Ambition & Positive Energy Required Skills: Financial Literacy, Financial Needs Analysis, Financial Planning, Licensing in Financial Services, High Ambition, Positive Energy Benefits: Flexible Schedule & Remote, Personal & Professional Growth, Cutting-Edge Technology, Rewarding Career, Supportive Team Environment