Financial Services Specialist

Apprisen

. Engage with clients in person, by phone, and online, building meaningful relationships and trust .

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client engagement and financial analysis, with a focus on developing personalized financial solutions and educational initiatives. Strong organizational and communication skills support effective relationship-building and innovative problem-solving.

Highest-signal resume keywords

Bachelor's DegreeFinancial AnalysisClient EngagementExcellent Communication SkillsBilingual Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Excellent Listening SkillsStrong Self-Learning SkillsTime ManagementOrganizational SkillsInnovative Mindset

Tools & Technologies

Computer SkillsAdaptability to New Technologies

Industry Keywords

Financial EducationPersonalized Action PlansTailored Financial SolutionsContinuous ImprovementCommunity Representation

About the role

Key responsibilities & impact

Engage with clients in person, by phone, and online, building meaningful relationships and trust
Analyze clients’ financial information to develop personalized action plans
Offer tailored financial options and solutions
Represent Apprisen in local communities by providing financial education to 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 to acquire new competencies independently
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 & Flexible
Certification Opportunities: Achieve your Certified Consumer Credit Counselor Certification
Skill Development: Access 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