Financial Services Associate

Job Description

JOB  DETAILS

This is an opportunity to learn this business, expand your industry experience and earn income with sustainable growth potential.

We work as fiduciaries in an open architecture structure of financial services and products including national highly rated providers. We are backed by a Fortune Global 500 company with $500 billion assets under management.

Financial Planning & Activities

· New client generation utilizing traditional and digital channels

· Meet with new clients to determine goals

· Utilize financial illustration software and formulate wholistic solutions.

· Deliver a personalized financial plan

· Communicate with clients

· Develop leadership skills

· Business expansion in all states

· Deepen knowledge and skills

Candidate characteristics

· Passion for financial security

· Care about people

· Creative excellence

· Team building

· Commitment to learning, professional and personal growth

· Strong communication skills

· College degree plus 2+ years’ work experience

· Twin career possibility

· Self-driven and entrepreneurial

· Team player, leadership and coachable

· Candidates with prior experience that have demonstrated success in the role: entrepreneurs, business owners, return from career-break, athletes, real estate, military, life insurance, series 65, recruiters, accounting, CPA, sales, legal, return to financial career, nurses, customer service, remote work, teachers, professionals, ambitious care givers, career growth minded, public speakers, non-profit, financial services, travel agents, hospitality.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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