We empower families to take control of their financial future by providing tailored solutions that help them build generational wealth, optimize cash flow, and maximize financial security.
Job Description:
We are seeking a Family Banking Specialist to educate and assist families in implementing smart banking and financial strategies.
Key Responsibilities:
* Educate families on wealth-building strategies, including private family banking, cash flow management, and financial independence planning.
* Guide clients in setting up and optimizing financial structures that align with their long-term goals.
* Conduct virtual consultations to assess clients' financial needs and provide personalized recommendations.
* Teach families how to leverage financial tools such as life insurance, savings strategies, and alternative banking methods.
* Build and maintain strong client relationships through ongoing education and financial coaching.
Requirements:
* No prior financial services experience required—comprehensive training provided
* Passion for helping families achieve financial security and generational wealth.
* Strong communication and relationship-building skills.
* Self-motivated with the ability to work independently in a remote environment.
* Willingness to learn financial concepts and apply them to client needs.
About Our Team:
We are an expanding team of financial professionals dedicated to empowering individuals and families to take control of their financial futures.
We specialize in assisting people to save for and protect their future while ensuring they understand what goes into financial plans so they have ownership over their life goals.