Responsibilities:
- Provide financial advice and guidance to clients based on their individual financial goals and objectives
- Conduct thorough financial analysis and create personalized financial plans
- Assist clients in managing their cash flow, budgeting, and debt management
- Recommend appropriate investment strategies and asset allocation based on clients' risk tolerance and investment objectives
- Monitor and review clients' investment portfolios regularly to ensure alignment with their financial goals
- Stay up-to-date with market trends, financial products, and industry regulations
- Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive financial planning services
- Build and maintain strong relationships with clients through regular communication and exceptional customer service
Experience:
- Bachelor's degree in finance, accounting, or a related field preferred but not required
- Proven experience in sales or customer service roles is preferred
- Strong knowledge of financial concepts, including cash management, portfolio management, and asset management
- Familiarity with technical accounting principles and financial analysis techniques
- Understanding of wills, trusts, and estate law is a plus
- Previous experience in public accounting or a related field is beneficial
We offer competitive compensation packages including base salary plus commission. Additionally, we provide comprehensive training and professional development opportunities to help you succeed in your role as a Financial Representative. Join our team today and make a positive impact on the financial well-being of our clients!
Job Types: Full-time, Contract
Pay: $69,974.43 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Compensation package:
- 1099 contract
- Bonus opportunities
- Commission pay
Weekly schedule:
- Choose your own hours
- Monday to Friday
Work setting:
- In-person
- In the field
- Office
Work Location: In person