Financial Strategist

Company Description

First Financial Security, Inc. (FFS) is a national insurance agency that collaborates with leading insurance carriers to deliver high-quality financial products to families across the United States. Established in 2006, FFS is committed to empowering its network of trained and licensed Field Associates to meet the financial needs of Middle American households.

Guided by a principle of continuous improvement, FFS has developed a robust and sustainable business platform designed to set a new standard of excellence in the financial services industry. With a focus on systems, processes, and exceptional people, FFS remains dedicated to delivering trusted solutions and services.

This is a part-time to full-time remote role. The Financial Strategist will assess and analyze clients' financial situations and develop tailored financial plans.

• Financial planning
• Managing client portfolios
• Conducting financial data analysis
• Offering expert advice on financial products and services
• Maintaining strong client relationships
  
  Adapting strategies to meet evolving financial goals

• Expertise in building relationships
• Coachable and willing to learn
• Strong analytical skills and the ability to interpret financial needs
• Effective communication and client relationship management skills
• Ability to work independently in a remote environment
• Relevant certifications such as CFA, CFP, or CPA are a plus