Financial Representative

Description

Our firm is rapidly expanding, and we are currently looking for a new financial representative to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Benefits Include:

• Flexible schedule with a strong work-life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.

Responsibilities

• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Participate in structured coaching and mentorship programs.
• Attend In-person and Virtual training to enhance financial expertise.
• Utilize Marketing tools and resources to grow the client base.
• Work within a hybrid model, attending in-person meetings and training sessions as required.
• Maintaining compliance with industry regulations and licensing requirements.
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management

Qualifications

• Self-motivated, coachable, and driven to succeed.
• Strong interpersonal and communication skills.
• Competitive mindset with a history of leadership or achievement.
• No prior experience in finance is required-comprehensive training is provided.
• Must be authorized to work in the US.
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus