Financial Services Professional

4 weeks ago


Salt Lake, Utah, United States Wealth Strategies LLC Full time

Financial Representative Role Overview

Wealth Strategies LLC is seeking a highly motivated and results-driven Financial Representative to join our team. 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, ensuring their financial plans remain aligned with their goals.
  • Develop and maintain a strong client base, fostering long-term relationships built on trust and expertise.

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.

Training and Support:

Wealth Strategies LLC invests in the success of our Financial Representatives, providing access to online, in-person local training, and off-site national training and development programs. Our team is committed to helping you achieve your goals and grow your career.

Benefits:

  • High earning potential with a lucrative contract that recognizes your performance.
  • A comprehensive benefit package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.

Join our team of dedicated professionals and take the first step towards a rewarding career in financial services.



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