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Financial Services Representative

2 months ago


New Haven, Connecticut, United States National Financial Network Full time
Job Summary

We are seeking a highly skilled and motivated Financial Representative to join our team at National Financial Network. As a Financial Representative, you will be responsible for providing exceptional financial services to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their financial goals, risk tolerance, and time horizon.
  • Investment Advice: Provide expert investment advice to clients, helping them make informed decisions about their financial portfolios.
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial needs and providing personalized service.
  • Market Research: Stay up-to-date on market trends and economic conditions, using this knowledge to inform investment decisions and provide valuable insights to clients.
  • Team Collaboration: Work closely with other financial professionals to share knowledge, best practices, and ideas, ensuring that clients receive the highest level of service.
Requirements
  • Education: Bachelor's degree in business administration, finance, or a related field.
  • Experience: 1-2 years of experience in financial services, preferably in a role such as financial advisor or financial planner.
  • Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
  • Licenses/Certifications: FINRA Series 7 & 63/66 licenses are a plus.