Financial Services Professional

2 weeks ago


Chesapeake, Virginia, United States WallStJobs Full time
Job Overview

WallStJobs, a leading investment advisory firm, is seeking a Financial Services Representative to help clients achieve financial success through expert guidance and personalized investment strategies.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Provide tailored financial advice and recommend suitable investment products, including mutual funds, annuities, and insurance products.
  • Assist clients with account setup, maintenance, and transactions, ensuring accuracy and compliance with industry regulations.
  • Educate clients on financial concepts, market trends, and investment options to empower them to make informed decisions.
  • Ensure all activities comply with regulatory requirements and company policies, maintaining the highest ethical standards.
Qualifications
  • 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.
Benefits
  • Competitive base salary plus performance-based bonuses.
  • Comprehensive benefits package including health, dental, vision, and 401(k).
  • Access to ongoing training and career advancement opportunities.
  • Flexible work from home options available.


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