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Remote Financial Strategist & Planner
Remote / Online - Candidates ideally in
Long Beach, Los Angeles County, California, 90801, USA
Listed on 2026-06-21
Long Beach, Los Angeles County, California, 90801, USA
Listing for:
First Financial Security
Full Time, Part Time, Remote/Work from Home
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
First Financial Security is seeking a part-time to full-time Financial Strategist to work remotely and assess clients' financial situations. The role involves financial planning, managing portfolios, and providing expert financial advice.
The ideal candidate will possess strong analytical and communication skills, be coachable, and may have relevant certifications like CFA or CFP. This position emphasizes client relationship management and the ability to work independently.
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