Financial Services Consultant

Infinite Capital is a financial services firm that utilizes innovative strategies to help clients achieve their financial goals. We specialize in tax-free strategies for individuals and business owners, offering guaranteed returns of 8-9%. Our educational approach to financial planning helps clients with retirement planning, college planning, insurance, long-term care, investments, and more. We are committed to spreading financial literacy and offer complementary financial consultations.

This is a full-time remote role for a Financial Services Consultant. As a Financial Services Consultant, you will be responsible for providing financial planning and consulting services to clients. You will help clients develop strategies for retirement planning, college planning, insurance, investments, and other financial goals. You will also analyze financial data, provide recommendations, and communicate with clients to ensure their financial needs are met.

• Analytical Skills, Finance, and Financial Services
• Consulting and Communication
• Excellent problem-solving and decision-making abilities
• Strong interpersonal skills and ability to build relationships with clients
• Knowledge of financial products and investment strategies
• Ability to work independently and remotely
• Bachelor's degree in Finance, Economics, Business, or related field
• Certifications such as CFA, CFP, or CPA are a plus