Financial Representative
3 weeks ago
**ROLE DESCRIPTION**:
As a Financial Representative, you will assist the Financial Advisor to create long-term financial plans for Clients.
**RESPONSIBILITIES**:
- Schedule Financial Planning Appointments
- Prepare Client Balance Sheets to Calculate Net-worth
- Create Client Profiles using Money Guide Pro Tool
- Follow-up with Clients to Set-up Investment Accounts
**QUALIFICATIONS**:
- 3.5 GPA or Above
- Must be able to obtain Life and Health Insurance License
- Must be able to submit and pass a background check that includes finger printing
- Comfortable interacting with clients in all settings (phone, in person, etc.)
- Training
- Training administered by Financial Advisor
**BENEFITS**:
- Salary plus commission/bonus
- Paid time off (vacation and personal/sick days)
- Paid Holidays
- Flexible Health Benefit plan
- Monthly Bonus Eligibility
- Advancement opportunity to become Financial Advisor
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