Financial Services Consultant

1 day ago


Roseland, Nebraska, United States Integrated Financial Concepts Full time
Job Overview

We are seeking a highly skilled Financial Services Representative to join our team at Integrated Financial Concepts.

This role involves providing exceptional financial guidance, promoting our range of products and services, and building lasting relationships with clients.

To be successful, you must possess strong analytical, organizational, and problem-solving abilities, as well as effective communication skills to engage with clients and team members.

Key Responsibilities:

  • Consult with clients to understand their financial needs and objectives, scheduling meetings for in-depth discussions.
  • Gather relevant client information to tailor investment & protection recommendations that align with their financial circumstances.
  • Stay informed about market conditions and assess how they may impact taxes and client investments.
  • Cultivate long-term relationships with clients, fostering repeat business and client referrals.
  • Proactively reach out to potential clients through cold-calling to introduce our comprehensive financial products and services.
  • Provide innovative solutions to enhance clients' financial well-being.
  • Develop an in-depth knowledge of our financial products to offer well-informed advice and recommendations.
  • Establish connections with prominent professional networks, including accountants and attorneys.

Requirements:

  • A bachelor's degree in finance, economics, accounting, business or a related field.
  • Appropriate state licensure to perform financial services.
  • Proficiency in Microsoft Office applications & CRM software.
  • Exceptional analytical, organizational, and problem-solving abilities.
  • Effective communication skills to engage with clients and team members.
  • Outstanding customer service skills to ensure client satisfaction.

To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, Integrated Financial Concepts is independent of ESI.



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