Financial Services Representative

2 days ago


Greenwood Village, Colorado, United States Wealth Strategies Full time
Unlock Your Potential as a Financial Representative

Wealth Strategies is seeking a talented and driven individual to join our team as a Financial Representative. In this role, you will have the opportunity to make a meaningful impact on the financial futures of individuals and businesses in your community.

As a Financial Representative, you will work closely with clients to understand their goals, concerns, and current financial information. You will analyze this information to create a personalized plan with appropriate strategies, products, and services. Your expertise will be invaluable in helping clients achieve their financial objectives.

Key Responsibilities:

  • Develop and maintain a strong client base through exceptional relationship management and customized strategies.
  • Provide ongoing support and guidance to clients, ensuring their financial plans remain current and aligned with their goals.
  • Collaborate with clients to identify and capitalize on new opportunities for growth and success.

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.
  • Interest in building markets through connections and experiences to cultivate long-term relationships.

Wealth Strategies offers a comprehensive benefits package, including a competitive compensation structure, a defined benefit plan, 401(k) with match and Roth options, health and dental insurance, and more. We believe in investing in our employees' success and offer unparalleled support and training to help you thrive in your role.

Join our team and discover a career that offers unlimited growth potential, a dynamic work environment, and a commitment to excellence. Apply today to become a Financial Representative with Wealth Strategies and start building a brighter financial future for yourself and your clients.



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