High-Paying Financial Planning Role
6 days ago
We are seeking strategic and driven individuals to fill a challenging financial representative position that offers promising job prospects. As a key member of our team, you will be responsible for identifying client needs, providing tailored solutions, and communicating effectively with our management team.
This role is ideal for self-motivated professionals looking to work in a dynamic environment, who possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve their financial goals.
About the Job:
- Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs
- Serve as a collaborative team player willing to further development through continued training opportunities
- Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
- Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Benefits and Perks:
- Bonus opportunities
- Commission pay
- 401(k)
- Dental Insurance
- Health insurance
- Life insurance
Additional Information:
- Competitive salary: $81,000 per year
- Opportunities for growth and professional development
- Relocation assistance not provided
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