Finance Associate [United States]


 

About us

We are professional, inclusive, rewarding and our goal is to United Agency, a leading financial services firm with a decade of experience, stands out for its vibrant community focused on growth. Our mission, "helping families, building people, better life," drives us to provide comprehensive financial solutions and be a trusted resource. With core values of education, trust, positivity, accountability, and personal growth, we foster an environment that supports our employees' development. Leveraging strong marketing and a positive voice on social media, we engage with our community and offer valuable insights. Join United Agency to be part of a thriving community, make a difference, and experience the power of financial solutions and personal growth..

Our work environment includes:

  • Growth opportunities
  • Work-from-home days
  • Flexible working hours

Join United Agency as a Financial Services Associate and embark on a transformative journey of personal and professional growth. No prior work experience or finance background required. You will learn fundamental finance principles while assisting clients with business structure, debt management, retirement planning, trust, wills, and more. This role requires excellent time management skills and offers a unique chance to make a positive impact on others' lives. Join us for a rewarding career and continuous learning in a dynamic environment.

Qualifications:

- Passion for personal growth and helping others achieve financial well-being

- Strong communication skills to explain complex concepts clearly

- Ability to build trust-based relationships

- Self-motivated with a strong work ethic

- Excellent time management skills

Join United Agency today and grow personally while making a meaningful difference in clients' financial journeys. No finance experience needed – just a desire to learn and thrive in a fast-paced environment.

Job Types: Full-time, Part-time

Pay: $67,185.00 - $78,918.00 per year

Benefits:

  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Professional development assistance
  • Retirement plan

Schedule:

  • Choose your own hours

Supplemental pay types:

  • Bonus pay
  • Commission pay

Experience:

  • Microsoft Excel (Preferred)

Work Location: Remote

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