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Remote Financial Advice Strategist

Company: VirtualVocations
Location: Saginaw
Posted on: June 24, 2022

Job Description:

A non-profit financial services organization is seeking a Remote Financial Advice Strategist.

Candidates will be responsible for the following:
Creating a pilot and strategy roadmap for distribution
Owning and supporting the build of important communication decks
Championing all non-technical pilot initiatives
Position Requirements Include:

Bachelor's degree in Business, Economics, or similar field
8-10+ years of Financial Services experience, ideally Life and/or Health insurance
5+ years of Financial Advice experience, entrepreneurship, business modeling, or innovation consulting
Prior experience in long-term strategy role as well as ability to problem solve by thinking strategically
Basic financial modeling knowledge
Prior experience creating and/or interpreting business cases

Keywords: VirtualVocations, Saginaw , Remote Financial Advice Strategist, Accounting, Auditing , Saginaw, Michigan

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