Financial Consultant
Deliver administrative and consulting services to assigned MPG clients in tax, bookkeeping, financial education and business support.
Apply Now- Location
- Remote — eligibility by location discussed during recruitment
- Work arrangement & schedule
- 100% remote
- Compensation & benefits
- Commission-based. Details discussed during recruitment.
Overview
Assist assigned MPG clients with administrative and consulting services in taxation, bookkeeping, financial education, business formation support and other company-approved areas for which you are trained and legally authorized. This is a service-delivery role. It does not permit practicing law, giving securities advice, selling insurance or performing real estate services without the required licensure.
Key Responsibilities
- Conduct structured client intake.
- Review client needs and documents.
- Prepare service work products under written procedures.
- Communicate progress to clients.
- Document engagement scope.
- Complete approved tax and business support tasks assigned based on your credentials.
- Educate clients using approved materials.
- Maintain file quality, deadlines and CRM notes.
- Escalate legal, bankruptcy, investment, insurance, credit-regulatory and real estate questions to qualified, authorized professionals.
- Coordinate handoffs and follow confidentiality and secure-data controls.
- Never promise results or give unlicensed advice.
Qualifications
Required
- Relevant tax, accounting, financial services or business consulting experience.
- Excellent written documentation and customer service.
- Strong analysis skills and integrity.
- Credentials or licensure as legally required for assigned activities.
Preferred
- Knowledge of MPG's approved services.
- No blanket certification is promised.
Performance Expectations
Measured on delivery quality, timeliness, accurate documentation, client experience, compliance and rework.
Reporting & Compliance
Reports to the Operations/Professional Services lead (to be confirmed). Works only within the scope of assigned, authorized services.
Application Questions
The application form will ask you about:
- What are your service specialties?
- Which licenses or certifications do you hold? (Names and status only. No license numbers.)
- What types of client engagements have you handled?
- How do you handle scope boundaries?
- What is your availability?
How to apply
Complete the application below and optionally attach a resume (PDF, DOC or DOCX, up to 5 MB). You will receive a reference ID when it is submitted.
Do not include your Social Security number, date of birth, driver's license or other government ID, home street address, banking details, or EFIN/PTIN numbers. We do not ask about age or other protected characteristics. See the Recruitment Privacy Notice.
Mayberry Professional Group welcomes applicants of all backgrounds and makes recruitment decisions without regard to characteristics protected by law. If you need a reasonable accommodation to apply, email careers@mayberryprofessionalgroup.com.
This posting is not an offer of employment, and no individual compensation agreement is implied. Schedule, eligibility by location, detailed pay terms and benefits: details discussed during recruitment.
Apply
Please do not include your SSN, date of birth, driver's license, home street address, banking details, or ID copies. See our privacy notice.
Submitting an application does not guarantee an interview or offer.