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Financial Services Representative

2 months ago

Atlanta, Georgia, United States Finn and Associates LLC Full time

Job Summary:

Finn and Associates LLC is seeking a highly motivated and detail-oriented Financial Representative to join our team. As a Financial Representative, you will play a crucial role in assisting individuals in structuring their financial future and undertaking mandatory training and licensing required to advance within our organization.

Key Responsibilities:

  • Assist clients in achieving their financial goals and objectives
  • Conduct thorough financial assessments and provide personalized recommendations
  • Develop and implement customized financial plans and strategies
  • Provide exceptional customer service and support to clients
  • Collaborate with cross-functional teams to ensure seamless delivery of financial services
  • Stay up-to-date with industry trends and developments to provide expert advice to clients

Requirements:

  • High school diploma or equivalent required; bachelor's degree in finance or related field preferred
  • Minimum 1-2 years of experience in financial services or related field
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Office and financial software applications

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance