Financial Services Specialist

Apprisen

. Engage with clients in person, by phone, and online .

Posted 9/18/2026full-timeRemote • Tennessee • United StatesMid-LevelSenior💰 $40,000 - $45,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client engagement and relationship building, with a focus on analyzing financial information and developing personalized financial solutions. Strong communication skills and an innovative mindset are essential for providing financial education and contributing to community initiatives.

Highest-signal resume keywords

Bachelor’s DegreeFinancial AnalysisClient Relationship ManagementExcellent Communication SkillsBilingual Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Information AnalysisPersonalized Action PlansTailored Financial SolutionsStrong Computer SkillsInnovative Problem Solving

Soft Skills

Excellent Listening SkillsTime ManagementOrganizational SkillsSelf-Learning SkillsAdaptability

Industry Keywords

Financial EducationCommunity EngagementContinuous ImprovementClient TrustPre-Employment Screens

About the role

Key responsibilities & impact

Engage with clients in person, by phone, and online
Build meaningful client relationships and trust
Analyze clients’ financial information
Develop personalized action plans
Offer tailored financial options and solutions
Represent Apprisen in local communities
Provide financial education to community groups
Contribute to continuous improvements and innovations

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience and education
Strong computer skills and ability to quickly adapt to new technologies
Innovative mindset to develop new solutions to complex challenges
Excellent listening, verbal, and written communication skills
Strong self-learning skills
Excellent time management and organizational skills
Ability to adjust to varying schedules and work hours
Satisfactory credit, background, and drug pre-employment screens required
Bilingual proficiency is a plus, but not required

Benefits

Comp & perks

100% remote and flexible work
Certified Consumer Credit Counselor Certification opportunities
Continuous learning opportunities
401k
Generous Paid Time Off plan
Medical, dental, and vision insurance
Life insurance
Short- and long-term disability
Flexible Spending
Public Student Loan Forgiveness Eligible Employer