Financial Representative

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now! Responsibilities:
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications:

• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
• Requires a Bachelor’s degree in finance, business administration, or related field
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary Compensation: $70,000 - $113,000

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Compensation:
$70,000-$113,000 per year