Financial Services Professional

1 week ago


Salt Lake, Utah, United States Wealth Strategies Full time
About the Role

We are seeking a highly motivated and results-driven Financial Representative to join our team at Wealth Strategies. As a Financial Representative, you will play a critical role in helping individuals and businesses achieve their financial goals.

Key Responsibilities
  • Work with clients to understand their financial objectives, concerns, and current financial situation.
  • Analyze client information to create personalized financial plans, including strategies, products, and services.
  • Provide ongoing support and guidance to clients, helping them to stay on track with their financial plans.
  • Develop and maintain a strong client base, built on trust, expertise, and exceptional service.
  • Collaborate with clients to review and update their financial plans, ensuring they remain aligned with their evolving goals and objectives.
Requirements
  • Must be a US citizen or permanent resident.
  • A four-year college degree or equivalent experience.
  • Appropriate licensing (assistance provided for Life & Health and series 6/63/65 or 7/66).
Preferred Qualities
  • Self-motivated individual with a dynamic, confident personality, a strong work ethic, high integrity, and passion for succeeding.
  • Desire to help others achieve financial success through proper financial guidance and planning.
  • Driven and seeking a high-income potential opportunity.
  • An interest in building markets through connections and experiences to cultivate long-term relationships.
Training and Development

We believe in investing in our Financial Representatives and providing them with the tools and support needed to succeed. Our training program includes online, in-person local training, and off-site national training and development programs. You will also have the opportunity to work with fellow Representatives, participate in mentoring relationships, and study groups with your peers.

Benefits
  • High earning potential with a competitive compensation package.
  • A comprehensive benefit package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
  • Opportunities for leadership development and management positions.


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