Financial Services Professional

3 weeks ago


Reston, Virginia, United States Strategic Wealth Designers Full time

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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