Small Business Owner ($50/hr)

<p><strong>Company Description</strong> Cozewith & Associates is a fast-growing financial company founded 19 years ago and focused on becoming a premier financial institution in the Southeast. The organization is dedicated to serving others and enhancing quality of life for everyone involved, including team members and clients. Cozewith & Associates emphasizes making a positive impact in people’s lives through meaningful relationships with our team and clients. The culture is driven by passion, personal growth, and bringing out the best in each individual on the team. Candidates joining the company can expect a supportive environment with opportunities to contribute to long-term growth.</p><p><br></p><p><strong>Role Description</strong> The Small Business Owner role is a part-time or full—time, hybrid position based in Charlotte, NC, with flexibility for some work from home. This role focuses on building and managing a financial services operation under the Cozewith & Associates umbrella, including developing a client base, nurturing relationships, and delivering personalized financial guidance. Day-to-day responsibilities may include meeting with clients in virtually, assessing financial needs, presenting tailored solutions, and overseeing basic business operations. The role also involves collaborating with the broader Cozewith & Associates team, participating in training and development sessions, and implementing local marketing or networking efforts to grow the business. Individuals in this position are expected to balance entrepreneurial initiative with adherence to company standards and a strong commitment to client service. Management opportunities available to assist with hiring and training a team.</p><p><br></p><p><strong>Qualifications</strong></p><p> </p><ul><li>Entrepreneurial mindset with the ability to build and manage a small business operation, including planning, organizing, and overseeing day-to-day activities.</li><li>Strong client service and relationship-building skills, with the capacity to listen, communicate clearly, and maintain long-term professional connections.</li><li>Solid organizational and time-management skills.</li><li>Comfort with hybrid work tools, such as video conferencing.</li><li>Integrity, professionalism, and a service-oriented attitude aligned with the company’s mission to improve quality of life for clients and team members.</li><li>High school diploma or equivalent required; associate or bachelor’s degree is preferred but not mandatory.</li><li>Ability to work in Charlotte, NC, with reliable transportation for in-person meetings and local networking activities.</li></ul>