EVA Financial Solutions is a financial services company that believes in the importance of financial education. We provide personalized guidance and support to help clients understand and navigate the wide range of financial products available to them. Our approach is built on transparency, trust, and open communication. We empower our clients to take control of their finances and achieve financial stability and independence through services such as financial planning, investment management, retirement planning, and estate planning.
Role Description
This is a full-time or Part-time remote role for a Financial Services Consultant. As a Financial Services Consultant at EVA Financial Solutions, your day-to-day tasks will include providing financial advice and solutions to clients, conducting financial analysis and research, developing and implementing financial strategies, and assisting clients with investment management and retirement planning. You will also be responsible for maintaining client relationships and keeping up-to-date with industry trends and regulations.
Qualifications
MUST be US Citizen Or Green Card Holder
Analytical Skills and Finance knowledge
Strong communication and interpersonal skills
Ability to analyze complex financial data and provide recommendations
Employment type
Full-time
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