What are the responsibilities and job description for the Financial Associate position at Experior Financial Group?
Company Description
Experior Financial Group Inc. is a 100% Canadian-owned and operated company with over 30 years of leadership experience in the financial services industry. With a head office in Cheektowaga, New York, Experior has expanded across North America and boasts a well-trained team of over 9,400 licensed Financial Associates. The company specializes in providing insurance and investment solutions while fostering growth and professional development. Experior offers training and mentorship programs to support the success of its team members, whether they aspire to lead an agency, manage a team, or work independently at their own pace. Recognized as a certified Great Place to Work® in 2024 and 2025, Experior values diversity and career achievement.
Role Description
This is a full-time remote role or part-time remote role for a Financial Associate. Responsibilities include preparing and analyzing financial statements, assisting with financial reporting, and applying strong analytical skills to develop solutions. The Financial Associate will also communicate with team members and clients to provide effective financial guidance and support, making a meaningful impact on clients' financial goals.
Qualifications
Experior Financial Group Inc. is a 100% Canadian-owned and operated company with over 30 years of leadership experience in the financial services industry. With a head office in Cheektowaga, New York, Experior has expanded across North America and boasts a well-trained team of over 9,400 licensed Financial Associates. The company specializes in providing insurance and investment solutions while fostering growth and professional development. Experior offers training and mentorship programs to support the success of its team members, whether they aspire to lead an agency, manage a team, or work independently at their own pace. Recognized as a certified Great Place to Work® in 2024 and 2025, Experior values diversity and career achievement.
Role Description
This is a full-time remote role or part-time remote role for a Financial Associate. Responsibilities include preparing and analyzing financial statements, assisting with financial reporting, and applying strong analytical skills to develop solutions. The Financial Associate will also communicate with team members and clients to provide effective financial guidance and support, making a meaningful impact on clients' financial goals.
Qualifications
- Proficiency in Financial Statements, Financial Reporting, and Finance
- Strong Analytical Skills and the ability to interpret financial data
- Excellent written and verbal Communication skills
- Attention to detail and ability to provide accurate financial guidance
- Bachelor’s degree in Finance, Accounting, Economics, or a related field is preferred but not required we train the right person.
- Relevant certifications (e.g., CPA or CFP) are a plus
- Ability to work independently in a remote environment
- willing to obtain L&H License in your state
- commission based business opportunity
- Will train the right individual
- must be able to pass a background check
- Remote USA and Canada