Financial Service Specialist

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🕒 June 10, 2025

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Holmes Investment and Accounting Services

WebsiteLinkedInAll Job Openings

1 - 10 employees

💸 Finance

🤝 B2B

👥 B2C

Finance • B2B • B2C

Holmes Investment and Accounting Services is a U. S. -based financial and accounting firm with over 15 years of experience serving individuals and small businesses. The firm provides bookkeeping, tax preparation, payroll, notary services, and accounting support, and plans to offer insurance and investment services. Holmes Investment & Accounting Services focuses on reducing tax liability, helping clients become debt-free and financially independent, and offers free consultations and ongoing client support.

📋 Description

• Build relationships with clients and provide them with financial education and guidance. • Identify their needs and recommend appropriate solutions. • Assist clients in obtaining the necessary financial products and services. • Manage and grow your client base.

🎯 Requirements

• 18 years of age or older (This is a FEDERAL requirement) • Pass a background check (No felonies) • Self-discipline and self-accountability • Trustworthiness and honesty

🏖️ Benefits

• Training to help you succeed • Coverage for all required pre-licensing courses and state licenses • Part-time or full-time flexibility • No quotas or caps on commissions • Stock opportunities • Residual income opportunities