Job Overview:
We are seeking a highly motivated and skilled Financial Representative to join our team. As a Financial Representative, you will be responsible for providing financial guidance and solutions to clients, helping them achieve their financial goals. This is an excellent opportunity for individuals with a strong background in financial concepts and sales to make a significant impact in the lives of our clients.
Responsibilities:
- Build and maintain relationships with clients, understanding their financial needs and goals
- Provide comprehensive financial analysis and develop personalized financial plans
- Recommend suitable investment strategies and products based on client objectives
- Execute trades and manage client portfolios
- Conduct regular reviews of client accounts to ensure alignment with their goals
- Stay up-to-date on market trends, investment products, and industry regulations
- Collaborate with internal teams to deliver exceptional customer service
Requirements:
- A passion for helping people
- High personal Integrity and character
- Work ethic, self-motivation , and a desire to Succeed
•Must be open to obtaining a license from the state you reside in. + background check.
- Accountable and coachable team player
Career Benefits:
- State-of-the-art training and mentorship program (we'll train you)
- Company travel: trip and industry
Conventions
- Industry leading compensation and incentives + Bonuses
- Long term career advancementIf you are passionate about finance, have a talent for sales, and enjoy helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. Join our team of dedicated professionals and take your career in finance to the next level.
Job Types: Full-time, Part-time
Pay: $35,164.00 - $71,597.00 per year
Expected hours: 15 – 40 per week
Benefits:
- Financial planning services
- Flexible schedule
- Life insurance
- Matching gift program
- Professional development assistance
- Retirement plan
Compensation package:
- 1099 contract
- Bonus opportunities
- Commission pay
- Stock options
Weekly schedule:
- Choose your own hours
- Monday to Friday
- Rotating weekends
- Weekends as needed
Work setting:
Ability to Relocate:
- Altamonte Springs, FL 32714: Relocate before starting work (Required)
Work Location: Hybrid remote in Altamonte Springs, FL 32714