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Financial Services Associate (Remote)

Davis Family Financial LLCLewiston, ME
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Overview

Schedule
Full-time
Career level
Senior-level
Remote
Remote
Benefits
Career Development

Job Description

About the RoleDavis Family Financial is growing and currently hiring to support our expanding client base. This entry-level position focuses on helping individuals and families better understand their financial options through guided conversations and structured support.

This role is ideal for individuals who enjoy working with people, want to develop professional skills, and are looking for a long-term career path in financial services.

What You'll Do

  • Meet with clients virtually to understand their financial goals
  • Walk clients through basic financial concepts and available solutions
  • Assist in implementing appropriate financial strategies based on client needs
  • Maintain ongoing client communication and follow-ups
  • Participate in training and skill development sessions
  • Work alongside experienced team members to build client relationships

Training & SupportNo prior experience is required. You'll receive structured training designed to help you develop confidence working with clients and understanding financial services.

Ongoing mentorship and support are provided as you progress.

CompensationThis is a performance-based role, with income tied to client activity and production.

ScheduleThis position is structured as a full-time role. Scheduling flexibility may be available as you progress in training and licensing.

Licensing RequirementA state financial services license is required for this role. The company provides guidance and support throughout the licensing process.

Qualifications

  • Must be at least 18 years of age
  • Must be authorized to work in the United States and currently reside within the U.S.
  • Strong communication and people skills
  • Self-motivated and dependable
  • Comfortable working in a remote environment
  • Ability to pass a background check (required for licensing)
  • Willingness to complete licensing within a reasonable timeframe

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FAQs About Financial Services Associate (Remote) Jobs at Davis Family Financial LLC

What is the work location for this position at Davis Family Financial LLC?
This job at Davis Family Financial LLC is located in Lewiston, ME, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Davis Family Financial LLC?
Employer has not shared pay details for this role.
What employment applies to this position at Davis Family Financial LLC?
Davis Family Financial LLC lists this role as a Full-time position.
What experience level is required for this role at Davis Family Financial LLC?
Davis Family Financial LLC is looking for a candidate with "Senior-level" experience level.
Does Davis Family Financial LLC allow remote work for this role?
Yes, this position at Davis Family Financial LLC supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Davis Family Financial LLC for this role?
Davis Family Financial LLC offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Davis Family Financial LLC?
You can apply for this role at Davis Family Financial LLC either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.