Financial Services Representative
2 weeks ago
We are a leading financial services firm that prioritizes our clients' needs and values the contributions of our associates.
As a Fortune 500 company, we have over 8 million clients and 19,000 financial advisors across the U.S. and Canada.
Estimated Salary$45,000 - $65,000 per year, based on location and experience.
Job DescriptionIn this role, you will be part of a close-knit team supporting financial advisors in their efforts to help clients achieve their long-term financial goals.
You will work independently but have access to a wide support network that extends from your branch office to your region to the home office.
Your responsibilities will include delivering exceptional personalized service to ensure clients feel understood and informed, taking an active role in the annual business planning process, and actively listening for situations in clients' lives that may indicate a need for additional services.
Required Skills and QualificationsTo succeed in this role, you will need to possess excellent communication and problem-solving skills, as well as the ability to work independently and manage multiple priorities in a deadline-driven environment.
You should also be proficient in current and new office technology and willing to learn how financial services and markets work.
BenefitsWe offer a comprehensive compensation and benefits package, including medical and prescription drug coverage, dental and vision coverage, voluntary benefits, short- and long-term disability coverage, basic life insurance, and basic AD&D coverage.
We also provide a 401(k) retirement plan, health savings accounts, flexible spending accounts, and ten paid holidays.
Additionally, you will be eligible for bonuses and profit sharing, as well as the firm's Employee Assistance Program.
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