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Financial Planning Consultant
Jotform · Phoenix, AZ · Posted 100 days ago
Accelerated Banking - Financial Strategy Consultant – Client Success Team Location: Remote / Work Hours: PST Business Hours
Hey There! Thank you for your interest in the Kwak Brothers Organization-Financial Strategy Consultant position! This is an application to screen your qualifications. We look at three main criteria. (1) Skill fit, (2) Cultural Fit, and (3) Assessment Fit. We look at these three main attributes to see if you're a ready candidate for our position.
ABOUT THE POSITION: We are looking to hire anew consultant to expand our Client Success Team in the next 30 days.
The Financial Strategy Consultant plays a pivotal role in guiding clients through personalized financial strategies to reduce debt, improve financial stability and build long-term financial health. This role focuses on client education, engagement and retention while identifying opportunities to provide additional financial solutions tailored to each client’s unique situation.
You will serve as the trusted point of contact for clients, ensuring they stay on track with their financial plans and feel supported throughout their journey. A blend of financial advisory, client coaching and strategic consulting is required to excel in this position.
KEY RESPOSIBILITIES Develop and implement customized financial strategies to help clients eliminate debt and achieve financial independence.
Clearly communicate complex financial concepts in an easy-to-understand and relatable way to clients.
Provide ongoing coaching and accountability to ensure clients follow their personalized financial roadmaps.
Educate clients on various financial products, strategies and tools that align with their needs and goals.
Troubleshoot client concerns and roadblocks while providing real-time financial guidance.
Client Engagement & Community Support
Respond to client emails, text messages and forum posts by the end of each business day.
Actively moderate and engage with the client community on Circle (our support and en
This posting is sourced from Jotform's own career site — applying takes you there directly.
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There are 18 open roles at Jotform right now. This role centers on Financial Planning, Financial Advisory, Client Communication, and Financial Strategies.
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