Financial Planning Specialist

Financial Planning Specialist

Join our dynamic team and play a pivotal role in shaping financial futures across the United States. As a Financial Planning Specialist, you will develop comprehensive plans to help our clients achieve their financial goals. This full-time, remote position allows you to leverage cutting-edge technology to provide personalized, strategic guidance from wherever you are.

What makes this role unique?

Our Financial Planning Specialists are not just number crunchers; they are architects of prosperity. With a deep understanding of market trends and personal finance, they create custom plans that evolve with our clients' needs. We pride ourselves on building relationships that transcend transactions, making a genuine impact on financial wellness.

Role Responsibilities

• Craft personalized financial plans based on individual client profiles.
• Stay ahead of market trends and regulatory changes to advise clients proactively.
• Collaborate with a cross-functional team to deliver holistic financial solutions.

Why Victory-X Financial?

• Embrace the flexibility of remote work while being part of an inclusive culture.
• Access to advanced planning tools and continuous professional development.
• Competitive compensation and a benefits package that supports work-life balance.

Interested in joining our team? Apply now by sending your resume and a personalized cover letter to daniel@victoryxfinancial.com