Note: The job is a remote job and is open to candidates in USA. Future First Financial MA is dedicated to helping individuals and families navigate their financial options and make informed decisions regarding their financial future. They are seeking a Financial Services Advisor who will work with clients to understand their financial goals and provide education on financial concepts through a structured training program.
Responsibilities
- Meeting with clients virtually to discuss financial goals and objectives
- Learning and presenting financial planning concepts and strategies
- Building and maintaining long-term client relationships
- Participating in ongoing training, mentorship, and professional development
- Developing communication, leadership, and business-building skills
- Assisting clients in areas such as retirement planning, college funding, income strategies, and family protection
Skills
- Strong communication and interpersonal skills
- Self-motivated, coachable, and goal-oriented
- Ability to work independently and manage a flexible schedule
- Interest in personal finance, education, or helping others
- Previous experience in sales, education, athletics, customer service, management, recruiting, healthcare, or leadership roles is a plus but not required
Benefits
- Comprehensive training and mentorship
- Flexible part-time and full-time opportunities
- Remote work environment
- Professional licensing support
- Leadership and advancement opportunities
- Access to ongoing education and development
Company Overview
Future First Financial MA was founded on a simple belief: families make better financial decisions when they actually understand their options. It was founded in 2026, and is headquartered in Boylston, MA, US, with a workforce of 2-10 employees. Its website is .