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Retirement Financial Remote Jobs (NOW HIRING)

Retirement Plan Specialist

Los Angeles, CA ยท On-site +1

$77K - $96K/yr

Together we fight for everyone's opportunity for a better financial future. We will do this ... This position will sit remote but must reside in the greater LA county area*** Retirement Plan ...

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Retirement Financial Remote information

What are the key skills and qualifications needed to thrive as a Retirement Financial Advisor (Remote), and why are they important?

To thrive as a Retirement Financial Advisor (Remote), you need a solid understanding of financial planning, retirement strategies, investment products, and typically a relevant degree or FINRA/SEC certifications like Series 65 or CFP. Familiarity with financial planning software, CRM systems, and virtual meeting platforms is important for remote client management. Strong communication, trust-building, and self-motivation skills help you effectively advise clients and build lasting relationships. These abilities ensure accurate advice, regulatory compliance, and client satisfaction in a remote advisory environment.

How does working remotely as a Retirement Financial Advisor impact collaboration with clients and colleagues?

Working remotely as a Retirement Financial Advisor often involves leveraging digital tools to communicate with clients and collaborate with team members. Video conferencing, secure document sharing, and client management platforms are commonly used to ensure seamless collaboration and maintain strong relationships. While you may miss out on some in-person interactions, remote work provides flexibility and can even enhance efficiency when managing client portfolios and conducting strategy sessions. Proactive communication and regular virtual meetings are key to overcoming challenges associated with remote teamwork and client engagement.

What is a retirement financial remote job?

A retirement financial remote job involves providing financial planning, advice, or services related to retirement, but performed from a remote location rather than in a traditional office. Professionals in this role help clients assess their retirement needs, manage investments, and plan for long-term financial security using digital tools and virtual meetings. These positions can include financial advisors, planners, or customer support specialists working for retirement plan providers. Remote work in this field offers flexibility and the ability to serve clients from various geographic locations. It typically requires strong communication skills, financial expertise, and proficiency with online financial software.

How can I make 2000 a week working from home?

A Retirement Financial Remote role typically involves providing financial advice or planning services online, which can pay hourly or project-based rates. To earn $2,000 weekly, professionals often need specialized skills, certifications, and a steady client base, or they may combine multiple freelance or consulting projects. Building expertise in financial software and maintaining a strong online presence can also help increase earning potential.

What is the difference between Retirement Financial Remote vs Retirement Planner?

AspectRetirement Financial RemoteRetirement Planner
CredentialsFinancial certifications (e.g., CFP, CFA), licensesFinancial certifications (e.g., CFP), licenses
Work EnvironmentRemote, online client interactionsIn-person or virtual meetings, office or client sites
Industry UsageFinancial services, online platformsFinancial advisory firms, independent practice
Search/Comparison IntentRemote financial planning rolesLocal or in-person retirement planning

Retirement Financial Remote and Retirement Planner roles both require financial certifications and focus on retirement planning. However, Retirement Financial Remote emphasizes remote, online client interactions, while Retirement Planners often work in person or in hybrid settings. Both serve similar client needs but differ mainly in work environment and delivery method.

Customer Service Rep - Financial (Remote)

Customer Service Rep - Financial (Remote)

Cnx

Concord, NC โ€ข Remote

$17/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post hasย expired 1 day ago.ย Applications are no longer accepted.


Job description

Job Title:

Customer Service Rep - Financial (Remote)

Job Description

JOB DESCRIPTION

The Customer Service Rep - Financial (Remote) works from home and interfaces with customers via inbound/outbound calls and/or via the Internet. This position provides customer service support and resolution of routine problems and questions regarding client's products and/or services. (Military veterans are encouraged to apply.)

A NEW CAREER POWERED BY YOU

Are you looking for a "work from home" career change with a forward-thinking global organization that nurtures a true people-first, inclusive culture and a genuine sense of belonging? Would you like to join a company that earns "World's Best Workplaces," "Happiest Employees," and "Best Companies for Career Growth" awards every year? Then a remote Customer Service Representative position at Concentrix is just the right place for you!

As a remote Customer Service Rep - Financial, you'll join an organically diverse team from 70+ countries where ALL members contribute and support each other's success and well-being, proudly united as "game-changers." Together, we help the world's best-known brands improve their businesses through exceptional customer experiences and tech-powered innovation. And due to continued growth, we're looking for more talented game-changers to join our purpose, people as passionate about providing outstanding customer service experiences as we are.

CAREER GROWTH AND PERSONAL DEVELOPMENT


This is a great "work from home" opportunity that will allow you to reimagine an all-new career journey and develop "friends for life" at the same time. We'll give you all the training, technologies, and continuing support you'll need to succeed. Plus, at Concentrix, there's real career (and personal) growth potential. In fact, about 80% of our managers and leaders have been promoted from within! That's why we offer a range of FREE Learning and Leadership Development programs designed to set you on your way to the kind of career you've always envisioned.

WHAT YOU WILL DO IN THIS ROLE

As a Customer Service Rep - Financial working from home, you will:

  • Provide inbound customer support using a call flow guide
  • Help customers resolve basic technical issues
  • Track, document, and retrieve information in databases
  • Offer additional products and/or services
  • Deliver expert customer experiences...with a smile.

YOUR QUALIFICATIONS

Your skills, integrity, knowledge, and genuine compassion will deliver value and success with every customer interaction. Other qualifications for our Customer Service Rep - Financial (Remote) role include:

  • 6+ months of customer service experience
  • Open availability
  • A high school diploma or GED
  • A quiet, distraction-free environment to work from in your home
  • Proficiency in fast-paced multi-tasking
  • Eagerness to learn new technologies
  • Strong computer navigation skills and PC knowledge
  • A desktop or laptop to complete PC and internet testing; A work computer may be provided depending on the position offered, but is not guaranteed (will be discussed further with a recruiter)
  • High Speed internet (no wireless/hotspots or satellite) and a smartphone
  • Must reside in the United States and have a valid U.S. address for residence

WHAT'S IN IT FOR YOU

One of our company's Culture Beliefs says, "We champion our people." That's why we significantly invest in our game-changers, our infrastructure, and our capabilities to ensure long-term success for both our teams and our customers. And we'll invest in YOU to aid in your career path and in your personal development. Benefits available to eligible U.S. employees in this role include:

  • The base salary range for this position is $15-$17/hr. (pay rate will not be below the applicable minimum wage). Actual salaries will vary based on work location, qualifications, skills, education, experience, and competencies. Benefits available to eligible employees in this role include medical, dental, and vision insurance, comprehensive employee assistance program (EAP), 401(k) retirement plan, paid time off and holidays, and paid training days.
  • DailyPay enrollment option to access pay "early," when you want it
  • Paid training and performance-based incentives
  • Lucrative employee referral bonus opportunities
  • Company networking opportunities with organized groups in the following topics: Network of Women, Black Professionals, LGBTQ+ Pride, Ability (Disabilities), Dynamic ((Neurodiversity), Women in Tech, OneEarth Champions, and more
  • Health and wellness programs with trained partners to help promote a healthy you
  • Mentorship programs that support your rewarding career journey
  • Work-from-home convenience
  • Programs and events that support diversity, equity, and inclusion, as well as global citizenship, sustainability, and community support
  • Celebrations for Concentrix Day, Game-Changer Appreciation Day, Customer Service Week, World Clean Up Day, #MyOneEarthPromise, and more

REIMAGINE THE BEST VERSION OF YOU!

If all this feels like the perfect next step in your career journey, we want to hear from you. Apply today and discover why over 440,000 game-changers around the globe call Concentrix their "employer of choice."

JOB AVAILABILITY

We accept applications for this position on an ongoing basis. It is currently for an existing, immediate vacancy; however, we are also considering applications for future opportunities as they arise. We encourage all interested candidates to apply.

#wfh #wah

Location:

USA, OH, Work-at-Home

Language Requirements:

Time Type:

Full time


Physical and Mental Requirements:
The employee is regularly required to operate a computer, keyboard, telephone/headset, and/or other office equipment as essential functions of this position. Work is generally sedentary in nature.

Equal Employment Opportunity:

Concentrix is an equal opportunity and affirmative action (EEO-AA) employer. We promote equal opportunity to all qualified individuals and do not discriminate in any phase of the employment process based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy or related condition, disability, status as a protected veteran, or any other basis protected by law.

For more information regarding your EEO rights as an applicant, please visit the following websites:

English

Spanish

Accommodation:

Concentrix welcomes and encourages applications from candidates with disabilities and is committed to providing an inclusive recruitment process.If you require reasonable accommodation to participate in any stage of the application or interview process, please let us know. Requests may be made by contacting app.acco@concentrix.com. All information will be treated confidentially and used solely to facilitate your participation in the recruitment process.

Artificial Intelligence:

As part of our recruitment process, we may use artificial intelligence (AI) tools to assist in the screening and/or assessment of job applicants. These tools could be used to evaluate resumes, applications, and other materials submitted to help us identify the best candidates for the role.

Work Authorization:

In accordance with federal law, only applicants who are legally authorized to work in the United States will be considered for this position. Must reside in the United States or have a valid U.S. address for residence.

For further information on available work states and Equal Employment Opportunity as an applicant, please click HERE