Financial Services Representative

4 weeks ago


New Haven, Connecticut, United States National Financial Network Full time
Unlock Your Potential in Financial Services

Are you a detail-oriented individual with a passion for financial data and analytics? National Financial Network is seeking a talented Entry-Level Financial Representative to join our team.

As a Financial Representative, you will play a critical role in developing strategic financial plans and providing expert advice to clients. Your exceptional communication skills and ability to build strong relationships will be essential in identifying new business opportunities and securing long-term client relationships.

Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to individual client needs
  • Conduct thorough financial analyses to identify areas for improvement and growth
  • Collaborate with clients to understand their financial goals and objectives
  • Stay up-to-date on industry trends and developments to provide expert advice and guidance

Requirements:

  • Bachelor's degree in business administration, finance, or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

About National Financial Network:

Established in 1951, National Financial Network is a leading financial services firm dedicated to providing comprehensive financial strategies and solutions to individuals and businesses. Our mission is to empower excellence with integrity, and we are committed to delivering exceptional service and support to our clients.



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