Financial Representative

Job Overview Wealth Advisors Group (WealthAG) is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients’ immediate and long-term investment needs, help design solutions that best meet their individual financial goals and help grow our book of 120,000 clients. This is a team-based call center environment that delivers investment advice and guidance over the phone. The ideal candidate will be success driven with a client service attitude and the ability to deliver high touch, professional service. Responsibilities Deliver financial advice and conduct reviews with clients over the phone via inbound and outbound calling activities. Handle and execute client transaction and general customer service requests. Prepare client reports and proposals as required. Support other departments and independent financial advisors in their understanding of the program. Actively participate in customer service training and other training to remain current with operational policies and procedures. Provide regular feedback to the management team to improve both the advisor experience and operational efficiencies. Communicate operational and financial industry policies and procedures. Identify new sales and asset retention opportunities. Exercise excellent business judgment. Research and resolve advisor and client issues. Qualifications Bachelor's Degree or equivalent working experience. Series 7, Series 63 and 65, or 66 license. Preferred Experience 1+ years of direct client experience within the financial services industry, preferred Life and Health. Excellent telephone service/relationship management skills. Proficient in Microsoft Office and web-based applications. Experience assisting customers in a call center environment while accessing data via multiple PC lookup applications. Excellent PC and data input skills. Prior financial trading experience. Prior tele-sales experience. Excellent communication skills and strong service ethic. Previous experience as a financial advisor. Prior LPL trading, financial related service call center experience, or other service-related job experience considered. Pay & Benefits Pay Range: $74,250.00 – $123,750.00 (inclusive of base salary and potential sales incentive compensation). Base salary determined by skill, experience, education, peer comparison and location. Incentive compensation based on achievement of goals. Additional benefits include 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Equal Opportunity Employer EEO #J-18808-Ljbffr