Investment Services Advisor

3 weeks ago


Houston, Texas, United States WallStJobs Full time
Job Title:

Financial Services Representative

Company Overview

WallStJobs, a Major Investment Advisory Firm, is dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service.

Compensation Package

The Financial Services Representative will receive a competitive base salary of $80,000 per year, plus performance-based bonuses. A comprehensive benefits package includes health, dental, vision, and 401(k) plans. The firm also offers access to ongoing training and career advancement opportunities, as well as flexible work-from-home options.

Job Responsibilities

The Financial Services Representative will work closely with clients to understand their financial goals, recommend suitable investment products, and help them navigate the complexities of the financial markets. Key responsibilities include:

  • Building and maintaining strong relationships with clients, understanding their financial needs and goals.
  • Providing tailored financial advice and recommending suitable investment products, including mutual funds, annuities, and insurance products.
  • Assisting clients with account setup, maintenance, and transactions, ensuring accuracy and compliance with industry regulations.
  • Educating clients on financial concepts, market trends, and investment options to empower them to make informed decisions.
Qualifications

The ideal candidate will have:

  • Proven experience in financial services sales or a related field.
  • Excellent verbal and written communication skills, with the ability to build rapport with clients.
  • A passion for helping clients achieve their financial goals and a commitment to delivering exceptional service.
  • Meticulous attention to detail in all client interactions, documentation, and compliance matters.
  • Ability to collaborate effectively with colleagues and contribute to a positive team environment.


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