Financial Service Professional

Job Description

Job Description

Overview

Join our dynamic team as a Financial Services Professional and become a vital part of delivering comprehensive financial solutions to clients. In this role, you will leverage your expertise in financial planning, investment management, insurance, and retirement planning to help clients achieve their financial goals. Your proactive approach and industry knowledge will drive client satisfaction and foster long-term relationships. This position offers an exciting opportunity to grow within the financial services industry while making a meaningful impact on clients’ financial well-being.

Compensation:

$80,000 - $100,000 yearly

Responsibilities:

Duties

• Develop tailored financial plans by analyzing clients’ holistic planning needs, tax situations, and investment objectives

• Provide expert guidance on securities, insurance, and retirement planning to help your client achieve their financial goals

• Manage client portfolios through asset management strategies, cash management solutions, and investment advisory services

• Conduct thorough financial analysis using advanced software tools to evaluate market trends, investment, insurance, and retirement planning opportunities

• Communicate complex financial concepts clearly to clients, fostering trust and understanding in all interactions

• Maintain up-to-date industry knowledge of financial markets, products, and regulatory changes to inform advice and recommendations

• Cultivate strong client relationships through personalized service, regular reviews, and proactive communication

Qualifications:

Requirements

• Proven experience practicing in the financial services industry

• Strong background in investments, insurance, and retirement planning

• Knowledge of financial sales techniques and experience managing client relationships

• Familiarity with FINRA (Financial Industry Regulatory Authority) standards and licensing requirements

• Ability to be coached and to be trained with new systems and programs

• Exceptional communication skills with a focus on relationship management and customer service excellence

• Embark on a rewarding career in the financial services industry, where you can truly make a difference. We are committed to supporting your professional growth while providing a vibrant environment that values integrity, innovation, and client success.

About Company

At Sunrise Financial Network, we have the client and only the client in mind.

Our mission is to get to know and understand your needs, wants, and financial goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. 

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our committment is to utilize all our resources to help you pursue your goal. 

We believe in thinking "out of the box" and we are not afraid to provide creative strategies in our approach to our services. All our energy, commitment, and efforts are focused on you, the client, and your financial goals and objectives.