Finera is a comprehensive financial services company specializing in personalized retirement and insurance solutions tailored to the spanerse needs of families. Since its founding in 2004, Finera has partnered with A-Rated providers such as Fidelity, Corebridge, and Mutual of Omaha to ensure clients receive top-tier financial products and services. With a commitment to education, the company empowers clients with knowledge and confidence to build secure financial futures. Finera also fosters rewarding career opportunities supported by exceptional training programs, industry connections, and leadership. The company is dedicated to helping both clients and team members achieve their best lives.

Role Description

This is a remote, 1099 independent contractor position for a Financial Professional. Responsibilities include developing tailored financial plans, conducting financial analyses, producing accurate financial reports, and providing actionable advice to clients. The role requires effective communication to educate and guide clients in achieving their financial goals. Collaboration with clients and a commitment to maintaining confidentiality are integral to the position.

Qualifications

• Strong skills in Financial Planning and Finance
• Analytical Skills for data interpretation and strategy development
• Proficiency in Financial Reporting and analysis
• Excellent Communication skills to explain complex financial concepts clearly
• Ability to work independently in a remote capacity
• Bachelor's degree in Finance, Economics, Business, or a related field is preferred
• Experience with financial advising, investment management, or retirement planning is a plus