Remote Financial Professional – Work From Home

Job Summary

Progressive Technology is seeking highly motivated and detail-oriented Remote Financial Professionals to join our growing team. This role is ideal for individuals who have a strong background in finance, accounting, or investment advisory and are passionate about delivering accurate, strategic financial solutions. As a Remote Financial Professional, you will be responsible for assisting clients with financial planning, analysis, and reporting while ensuring compliance with company policies and industry regulations.

• Provide expert financial advice and guidance to clients on investments, budgeting, savings, and long-term financial goals.

• Conduct financial assessments to evaluate risk, returns, and portfolio diversification strategies.

• Prepare and analyze financial statements, reports, and forecasts to support decision-making.

• Monitor industry trends, regulations, and market conditions to provide updated financial insights.

• Collaborate with internal teams and clients to develop tailored financial solutions.

• Ensure compliance with all financial regulations, tax policies, and company standards.

• Maintain accurate financial records and client documentation in a secure digital environment.

• Deliver excellent client service through remote communication channels including video calls, emails, and chat support.

• Bachelors degree in Finance, Accounting, Economics, Business Administration, or a related field.

• Strong knowledge of financial principles, investment products, and portfolio management.

• Excellent analytical, problem-solving, and numerical skills.

• Proficiency in financial software, Microsoft Excel, and digital collaboration tools.

• Effective written and verbal communication skills with the ability to explain complex financial concepts clearly.

• Self-motivated, disciplined, and able to work independently in a remote environment.

• Minimum of 1–3 years of experience in financial planning, accounting, investment advisory, or a related role.

• Experience in working with diverse clients or managing financial portfolios is highly desirable.

• Fresh graduates with strong academic backgrounds in finance may also be considered.

• Flexible remote working hours with the ability to manage your own schedule.

• Full-time availability preferred, though part-time opportunities may also be available depending on business needs.

• Occasional virtual meetings aligned with client time zones may be required.

• In-depth understanding of financial markets and economic trends.

• Strong organizational and time-management abilities.

• Attention to detail with a commitment to accuracy and confidentiality.

• Ability to work under pressure and meet deadlines.

• Customer-centric approach with a focus on building long-term relationships.

• Competitive salary package with performance-based incentives.

• Flexible remote working environment with a healthy work-life balance.

• Access to professional development and certification programs.

• Health, wellness, and retirement benefits (where applicable).

• Opportunity to work with a dynamic and supportive global team.

At Progressive Technology, we are committed to innovation, growth, and employee success
. We value professionals who want to build impactful careers while working flexibly from home. By joining us, you will gain exposure to diverse financial projects, work with cutting-edge digital tools, and collaborate with a team dedicated to excellence and client satisfaction. This is not just a job—it is a career path where your expertise will make a meaningful difference.

Interested candidates are encouraged to submit their updated resume/CV along with a brief cover letter highlighting relevant experience. Applications should be sent through our official career portal or via email uswith the subject line:
Application – Remote Financial Professional.