Financial Services Specialist (Level I, II & III)

Seeking Highly Experienced to Entry Level Applicant, the Financial Services Specialist are the heart and soul of this company!

 

Job Description:

The position of a Financial Services Specialist offers a grand opportunity for enthusiastic individuals to make some money and experience real financial freedom.  The opportunity of Financial Services Specialist is at three (3) levels.  

Each applicant's contracting is determined by: Experience, Education, Certification and/or Licensing.

 

Financial Services Specialist 1 (Level I Contacting)

• Home-Bound Tax Preparer, In-Office Tax Preparers & Seasoned Tax Specialist (Lead)

• In House Positions: Secretary, Greeters, bookkeepers (all contracted at hourly rates)

 

Financial Services Specialist 2 (Level II Contracting)

• Licensed Insurance Agents

 

Financial Services Specialist 3 (Level III Contracting)

• Certified Financial Planner

• Licensed Financial Advisor

• Certified Public Accountant

 

Desired Skills & Experience:

Opportunities with T.E. Financial Services are based on the skills and training of each applicant.  The determination of contracting is done by committee.  Applicant must submit an application.  Resume Encouraged!  

 

Each applicant must:

• Consent to an FBI Background Check

• Submit verification of licensing and/or certifcation and consent to file request

• Be age 18+ or older

• Be competent with computers & Software (Microsoft Office Suite & Other Online Applications)

• Be able to travel to client locations

• Have a state issued drivers license or Identification card

• Have or obtain E & O Coverage for applicable Level III Cert/Lic