Financial Services Representative

3 days 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 have the opportunity to work with clients to provide financial planning and investment advice, as well as help them achieve their financial goals.

Key Responsibilities
  • Provide financial planning and investment advice to clients
  • Help clients achieve their financial goals through personalized financial planning and investment strategies
  • Develop and maintain strong relationships with clients to ensure their ongoing financial success
  • Stay up-to-date on industry trends and developments to provide the best possible advice to clients
  • Work collaboratively with other team members to achieve business objectives
Requirements
  • High school diploma or equivalent required; degree not necessary
  • No industry experience necessary; training provided
  • Ability to work in a fast-paced environment and meet deadlines
  • Excellent communication and interpersonal skills
  • Authorization to work in the U.S.
  • Must be at least age 18
What We Offer
  • Leadership development and training
  • Coaching and mentorship
  • Recognition and rewards for outstanding performance
  • Opportunity to work remotely and have a flexible schedule
  • Competitive compensation and benefits package

We are a dynamic and growing company that values our employees and provides opportunities for career advancement. If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply.



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