
Career Opportunities in Financial Services
18 hours ago
Unlock your financial potential and achieve a fulfilling career with our company
We are seeking a motivated and ambitious individual to join us as a Financial Services Professional. This role offers the opportunity to earn competitive commissions, incentives, and bonuses while developing your skills and pursuing your career goals.
Your success will be driven by your ability to help clients navigate challenges such as preparing for retirement, saving for personal goals, and more. You will work closely with our team to develop your expertise and provide exceptional client service.
Key responsibilities include:
- Assisting clients with financial planning and goal setting
- Providing expert advice on investment options and risk management
- Helping clients navigate complex financial situations and finding solutions that meet their needs
This is an excellent opportunity for individuals who are passionate about helping others achieve financial freedom and security. If you are a driven and results-oriented professional looking to take control of your career and make a real difference in people's lives, we encourage you to apply.
We offer comprehensive training and development programs, mentorship, and access to a diverse network of experienced professionals. Our dynamic marketing support and services will help you succeed in this role and reach your full potential.
Requirements- A Bachelor's degree in finance, business administration, or an alternate related field is preferred
- 2-5 years of professional experience in client services, insurance, investments, financial services, or a related field
- Familiarity with financial planning is a plus, but not necessary
- A valid FINRA Series 7 & 63/66 license is considered a plus
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business tools is desired
- Medical coverage, dental, and vision benefits
- Life and accidental death and dismemberment insurance
- Short- and long-term disability benefits
- Health spending accounts (HSA)
- Total retirement savings program (401(k) and non-qualified thrift plan)
- Top producer incentives
- Adoption assistance
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