Entry-Level Financial Services Representative

Job Summary

Change the lives and the financial outlook of our company and clients one suggestion at a time as our next financial advisor. Your skills will be instrumental in aiding clients with proper wealth and asset management, developing financial solutions, and determining specific insurance needs. Just as you help our customers, we'll commit ourselves to help you find a satisfying job that utilizes all your current skills while supplying you with new ones in a supportive work environment. We look forward to assisting you with bringing your full financial advising abilities to bear and providing you with plenty of opportunities to expand your skills and knowledge of the industry.

Job Responsibilities

• Sit down with new and current clients when necessary to discuss or update their current income, insurance needs, tax bracket, financial risk management, and financial goals to provide them with tailored financial advice.
• Anticipate and answer client questions in terms that are easy to understand, providing the client with the proper resources for supplemental information.
• Make recommendations as needed on investments, financial strategies, proper cash management, and insurance policies.
• Review client financial accounts and plans at least three times per year to ensure current client plans accurately reflect life changes, concerns, income adjustments, and any other shifts or circumstances that might impact the client's financial plans, insurance needs, or investments.
• Undergo continuing training and education to remain up-to-date on the latest investment plans, financial practices, financial trends, and state/local/federal regulations and laws.
• Remain current on the latest marketing trends and performance to make sure client plans are adequate and responsive, suggesting changes and actions as necessary.
   

Job Skills & Qualifications

Required
 

• Strong and proven interpersonal and client-retention skills
• Self-motivated
• Proven history of personal and professional success

Can work remotely from home.
Company Description:

Our firm has been leading the financial services industry for over 30 years, and we are rapidly opening new
offices in the Puget Sound area. While our newest branch office here in Bellevue just opened last summer, we are
a non-captive broker-dealer, meaning we're partnered with some of the top companies in our industry, including
Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market
and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of
Labor. At a time with our economy in distress, and many people losing their retirements, our services are even
more necessary and essential to providing families with a solution now more than ever. Our expanding firm
stands out from the rest because of the various services and educative approach we provide to our clients. So in
the end, they are able to make better financial decisions for their family.