What are the responsibilities and job description for the Fiduciary position at Primerica?
Company Description
Primerica is a leader in providing financial services to families. With a mission to help families earn more income and become properly protected, debt-free, and financially independent, Primerica offers innovative financial products and services. The company is committed to empowering customers with the knowledge and tools needed to improve their financial health. With a strong focus on education and community, Primerica continues to transform the lives of individuals and families across the U.S. and beyond.
Role Description
This is a contract-based, remote Fiduciary role. The Fiduciary will be responsible for providing clients with financial guidance and support. Day-to-day tasks include analyzing financial portfolios, offering investment advice, ensuring compliance with fiduciary regulations, and maintaining client trust. The role involves collaborating with clients to develop and implement tailored financial strategies to meet their goals and secure their financial future.
Qualifications
Primerica is a leader in providing financial services to families. With a mission to help families earn more income and become properly protected, debt-free, and financially independent, Primerica offers innovative financial products and services. The company is committed to empowering customers with the knowledge and tools needed to improve their financial health. With a strong focus on education and community, Primerica continues to transform the lives of individuals and families across the U.S. and beyond.
Role Description
This is a contract-based, remote Fiduciary role. The Fiduciary will be responsible for providing clients with financial guidance and support. Day-to-day tasks include analyzing financial portfolios, offering investment advice, ensuring compliance with fiduciary regulations, and maintaining client trust. The role involves collaborating with clients to develop and implement tailored financial strategies to meet their goals and secure their financial future.
Qualifications
- Strong knowledge of financial planning, investment management, and fiduciary standards
- Skills in client relationship management and clear communication
- Track record of providing sound financial advice and maintaining trustworthiness
- Proficiency in financial analysis and risk management strategies
- Detail-oriented approach and critical thinking abilities
- Prior experience with financial tools, software, and reporting methods is a plus
- Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) preferred
- Bachelor's degree in Finance, Economics, Business, or a related field