Financial Advisory Sales Associate

Position: Financial Advisory Sales Associate Role
Join Levels Financial Solutions Inc. as a Service/Sales Associate focused on financial advisory. Engage clients, manage inquiries, and drive business growth with personalized financial strategies.

This role requires someone with 2-5 years of experience in financial services or a related field. You'll build portfolios, perform needs assessments, and proactively connect with clients. Your entrepreneurial spirit and ability to foster trust will be essential for successful client relationships and business development.

Key Responsibilities:

• Handle inbound client inquiries promptly

• Build and maintain client relationships effectively

• Conduct thorough needs assessments for tailored solutions

• Generate leads through networking and referrals

• Collaborate with senior advisors on strategies

Requirements:

• 2-5 years in financial services or similar field

• Natural communicator with strong rapport-building skills

• Results-driven and self-motivated individual

• Organized and detail-oriented with follow-up skills

• Relevant licensing is a plus or willingness to obtain

Bring your entrepreneurial drive and relationship-building skills to Levels Financial Solutions Inc. and make a difference in clients' financial lives.
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