Job Overview: Join our team as a Financial Services Specialist 1 and work remotely in Utah. This role involves providing financial guidance and support to clients in Rancho Cucamonga, California.

Job Details: As a Financial Services Specialist 1, you will be responsible for assisting clients with financial planning, investment strategies, and wealth management. You will analyze financial data, create reports, and offer personalized recommendations to help clients achieve their financial goals.

Responsibilities:

• Conduct financial analysis and develop investment plans.
• Provide exceptional customer service and address client inquiries.
• Monitor market trends and recommend adjustments to investment portfolios.
• Collaborate with team members to optimize client financial strategies.
• Stay updated on industry regulations and compliance requirements.

Requirements:

• Bachelor's degree in Finance, Economics, or related field.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal abilities.
• Ability to work independently and as part of a team.

Benefits:

• Competitive salary and performance bonuses.
• Professional development opportunities.
• Flexible work schedule.

Other Details: This position offers a unique opportunity to grow in the financial services industry while working remotely in Rancho Cucamonga, California. We value diversity and inclusivity in our team.

We encourage passionate individuals with a drive for financial services to apply and be part of our dynamic team. Join us in Rancho Cucamonga, California and make a difference in the financial well-being of our clients.