Financial Consultant

Job Summary

A company is looking for a Financial Services Consultant.

Key Responsibilities

• Conduct 1:1 Zoom calls with Client Financial Advisors to discuss transitioning from employee to partner
• Prepare for and conduct up to 5 Zoom calls per day, lasting up to one hour each
• Review program eligibility requirements and discuss tax implications with Financial Advisors

Required Qualifications and Education

• Experience with individual and/or partnership tax returns is a plus
• Ability to effectively communicate over Zoom
• Experience in customer service
• Mid-senior level experience in financial services or related field
• Contract employment type