Financial Services Representative

4 hours ago


New Haven, Connecticut, United States National Financial Network Full time
Unlock Your Potential in Financial Services

We are seeking a talented and ambitious individual to join our team as an Entry-Level Financial Representative. As a key member of our National Financial Network team, you will play a vital role in helping our clients achieve their financial goals.

Key Responsibilities:
  • Develop and implement effective financial strategies to help clients reach their monetary objectives
  • Identify and secure new clients to serve as trusted advisors for critical financial decisions
  • Analyze financial data to determine cash flow, income, and financial status to help clients define and achieve their financial objectives
  • Customize financial plans for each client based on their professional circumstances, life stage, and evolving financial needs
  • Collaborate with our team to provide exceptional client service and support
Qualifications:
  • Strong knowledge of financial industry concepts, financial products, and the role of a financial advisor
  • Basic knowledge of computer programs, including Microsoft Office, financial planning software, and CRM systems
  • Desirable: FINRA Series 7 & 63/66 license
  • Required: Bachelor's degree in business administration, finance, or a related field
  • Excellent communication and math skills, with a proven track record of building strong client relationships
What We Offer:
  • A competitive salary of $130,500 at plan commission
  • Opportunities for training and development to enhance your skills and knowledge
  • A dynamic and supportive team environment


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