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Financial Planning Specialist

2 months ago

Remote, Oregon, United States WFG Full time
Job Opportunity

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at WFG. As a Financial Services Representative, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Financial Planning: Provide financial planning support to clients, including analyzing their financial needs and developing customized financial solutions.
  • Product Research: Research and recommend financial products and services that meet the individualized needs of our clients.
  • Client Acquisition: Acquire new clients and grow our existing client base through effective marketing and sales strategies.
  • Team Collaboration: Work closely with our team of professionals to cultivate strong client relationships and provide exceptional customer service.
  • Professional Development: Participate in ongoing training and development programs to enhance your skills and knowledge in the financial services industry.
Requirements
  • Education: A degree is not required, but a strong understanding of financial concepts and principles is essential.
  • Experience: No industry experience is necessary, but a strong desire to learn and grow in the financial services industry is required.
  • Skills: Excellent communication and interpersonal skills, with the ability to work effectively in a virtual environment.
  • Authorization: Must be authorized to work in the U.S.
  • Age: Must be at least 18 years old.
What We Offer
  • Leadership Development: Opportunities for leadership development and advancement within the company.
  • Training and Coaching: Ongoing training and coaching to help you succeed in your role.
  • Recognition: Recognition and rewards for outstanding performance and contributions to the company.
  • Flexibility: The ability to work remotely and have a flexible schedule.