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Finance

Financial Services Specialist

ApprisenUnited States🇺🇸United StatesPosted 4 Aug 2026

Quick Overview

Work Type
Remote
Schedule
Full Time
Level
Mid Senior

Job Description

Join Our Team as a Financial Services Specialist!

At Apprisen, we're revolutionizing financial well-being every day! We provide cutting-edge financial education and guidance to help our clients achieve personal money management success in a dynamic, fast-paced environment. Since our inception in 1955, we have helped over a million families and individuals. Our mission is clear: "Helping people improve their financial well-being through counseling, community outreach, and financial education."

Why You'll Love Working with Us

• Industry Leader: Join a team celebrated by Fortune, Investopedia, and Forbes for excellence in credit counseling services.

• 100% Remote & Flexible: Make a meaningful impact from the comfort of your home!

• Innovative Work: Leverage the latest technology to help clients achieve financial stability and success.

• Certification Opportunities: Achieve your Certified Consumer Credit Counselor Certification and enhance your expertise.

• Skill Development: Access continuous learning opportunities to expand your knowledge and skills in financial counseling and education.

• Gratifying Impact: Experience the heartfelt gratitude from clients whose lives you've helped transform.

• Voice and Influence: Be a valued voice within the organization, contributing to continuous improvements and innovations.

• Awesome Benefits

401kGenerous Paid Time Off planMedical, dental, and vision insuranceLife insuranceShort and long-term disabilityFlexible SpendingPublic Student Loan Forgiveness Eligible EmployerWhat You'll Do

Connect with Clients: Engage with clients in person, by phone, and online, building meaningful relationships and trust.Analyze and Advise: Dive deep into clients' financial information to develop personalized action plans that truly make a difference.Present Solutions: Offer tailored financial options and solutions, empowering clients to take control of their financial futures.Community Engagement: Represent Apprisen in local communities, providing invaluable financial education to groups and making a lasting impact.What We're Looking For

Passion for Helping Others: A genuine desire to make a positive impact in people's lives.Language Skills: Bilingual proficiency is a plus, but not required.Flexibility: Ability to adjust to varying schedules and work hours.Required Skills

Tech-Savvy: Strong computer skills and the ability to quickly adapt to new technologies.Educational Background: Bachelor's degree or equivalent work experience and education.Innovative Thinker: An innovative mindset to develop new solutions to complex challenges.Communication Skills: Excellent listening, verbal, and written communication skills to effectively connect with clients.Self-Motivated Learner: Strong self-learning skills to acquire new competencies independently.Organizational Skills: Excellent time management and organizational skills to handle multiple tasks efficiently.Ready to Make a Difference?

Join us and be part of a transformative journey! At Apprisen, you'll be at the forefront of improving financial well-being through counseling, community outreach, and financial education. Apply now and start making a real difference in people's lives today!

Note: Satisfactory credit, background, and drug pre-employment screens required.

Apprisen is an equal opportunity employer.



Compensation details: 0 Yearly Salary



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