Financial Services Specialist

4 days ago


Irving, Texas, United States WallStJobs Full time
Job Overview

Major Investment Advisory Firm, WallStJobs, dedicated to helping clients achieve financial success through expert guidance and personalized investment strategies seeks a Financial Services Representative.

The ideal candidate will work closely with clients to understand their financial goals and provide tailored advice on suitable investment products, including mutual funds, annuities, and insurance products. A competitive base salary of $60,000 plus performance-based bonuses and comprehensive benefits package is offered.

Key Responsibilities
  • Build strong relationships with clients, understanding their financial needs and goals.
  • Provide expert advice on investment products and help clients navigate financial markets.
  • Maintain accurate records and ensure compliance with industry regulations.
  • Educate clients on financial concepts and market trends.
Qualifications
  • Proven experience in financial services sales or related field.
  • Excellent communication skills and ability to build rapport with clients.
  • A passion for helping clients achieve financial goals and commitment to delivering exceptional service.
  • Meticulous attention to detail in client interactions and documentation.
Benefits
  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including health, dental, vision, and 401(k).
  • Ongoing training and career advancement opportunities.
  • Flexible work from home options available.


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