Financial Solutions Associate (Remote)
hace 14 días
$50000–$70000 anual
Jornada parcial
Concord
Build a Career Helping People Build Their Futures
At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home.
We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive.
What You’ll Be Doing
As you Build a Career Helping People Build Their Futures
At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home.
We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive.
** Mortgages**
Assist clients in understanding mortgage options and application processes - Support mortgage advisors with document collection and lender communication Investments - Help clients with account onboarding and portfolio updates - Work closely with investment advisors to ensure smooth transactions and excellent client care Insurance - Guide clients through policy options in life, health, and property insurance - Process applications, renewals, and claims with attention to detail and compliance, you'll be at the heart of our client relationships, supporting our experts across three key areas: Insurance, Investments and mortgages.
