Financial Representative
2 weeks ago
Company Description
Strategic Wealth Specialists, LLC is a financial firm dedicated to empowering individuals and businesses to achieve financial independence and security. Through The Living Balance Sheet, the firm helps clients build a foundation for long-term financial success. As an agency of The Guardian Life Insurance Company of America, Strategic Wealth Specialists is committed to delivering personalized financial solutions. The organization strives to provide financial clarity and an abundant life for those it serves.
Role Description
This is a full-time on-site role for a Financial Representative based in Mobile, AL. The Financial Representative will work with clients to develop comprehensive financial plans, offer guidance on insurance options, assist in retirement planning, and provide investment strategies. Day-to-day responsibilities will include client consultations, financial analysis, and implementing solutions to meet clients' financial goals.
Qualifications
- Expertise in Financial Planning, Retirement Planning, and Investments
- Knowledge of Insurance and Finance practices
- Strong interpersonal and communication skills to engage with clients effectively
- Ability to analyze financial data and develop customized solutions
- Previous experience in financial services is preferred but not required
- Bachelor's degree in Finance, Business Administration, or a related field desired
- Licensing in relevant financial and insurance products is an advantage
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