Financial Services Professional
3 weeks ago
Unlock Your Potential as a Financial Services Professional
Strategic Wealth Designers (SWD) is a rapidly growing, respected financial firm seeking a driven professional to join our team as a Financial Services Professional. In this role, you will have the opportunity to build strong client relationships, provide tailored financial advice, and contribute to the growth of a dynamic firm.
Key Responsibilities:
- Client Relations: Manage client relationships, assist in preparing for meetings, and handle service requests.
- Financial Strategy: Provide financial advice and review existing insurance policies to determine if they still meet client needs.
- Operational Support: Assist with new business processing, report preparation, and maintaining client accounts.
- Consistently follow through on all efforts and build relationships with prospects and clients.
- Meets production targets that impact overall company revenue goals.
Requirements:
- Series 65 or 7/66 License required.
- Proven ability to build and maintain strong, long-term relationships with clients, focusing on trust, personalized service, and ongoing communication.
- Sales experience within the financial services industry.
- Strong experience with MS Office and the ability to learn new software quickly.
- Excellent written and verbal communication skills, both in person and via phone.
- Proactive mentality, positive attitude, and consistent follow-through.
- Highly intelligent, strong organizational skills, and attention to detail.
Additional Preferred Skills:
- 4-year degree in Accounting, Finance, or a related field.
- 2-5 years in financial services, offering investment management and/or insurance services.
- Life & Health Licenses.
- Experience with Salesforce CRM software.
- 2+ years working in a fast-paced office environment.
- CFP designation encouraged but not required.
What We Offer:
- Competitive starting salary range of $90,000-$115,000, with a 3-year target compensation of $120,000, including performance-based bonuses and CFP designation incentives.
- Medical, dental, and vision benefits.
- 401k with company match.
- Generous PTO package, including 11 paid holidays and your birthday off.
Learn More: Visit our website to explore our unique company culture and see why working at SWD is unlike any other experience.
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