Financial Services Representative

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Bountiful, United States Summit Global Investments Full time

Company Description

Summit Global Investments, LLC is an SEC registered investment advisor that offers a unique approach to risk management strategies. Summit Global Investments focuses on providing solutions that complement a variety of investment strategies and is located in the Salt Lake City, UT area.


Role Description

This is a full-time on-site role for a Financial Services Representative at Summit Global Investments in Bountiful, UT. The Financial Services Representative will be responsible for providing financial services and customer service to clients. Their day-to-day tasks may include engaging with clients to assess their financial needs, creating and implementing investment strategies, managing client portfolios, and ensuring compliance with regulations.


Qualifications

  • Dependable, Consistent, Honest
  • 3-5 years phone experience in the financial services industry
  • Excellent Customer Service skills
  • Familiarity with various custodians, platforms and products, e.g., Fidelity, Schwab, Interactive Brokers, etc.
  • Bachelor's degree in Finance, Economics, or related field (preferred)
  • Series 7/63 or 65 (required), CFP preferred
  • Life & Health license a plus
  • Detail-oriented and able to manage multiple tasks efficiently


Relevant skills and qualifications that would be beneficial include knowledge of risk management strategies, experience with portfolio management, asset allocation, models, options and understanding of regulatory compliance requirements.

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