Job Details

As a Financial Representative, you will play a key role in helping individuals and businesses manage their financial resources, achieve their financial goals, and secure their financial future. You will provide expert financial guidance and offer a range of financial services to clients. Responsibilities: • Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans • Offer guidance on various financial products and services such as investments, insurance, retirement planning, and estate planning • Assist clients in understanding complex financial concepts and help them make informed decisions regarding their finances • Build and maintain strong client relationships through regular communication and reviews of financial plans • Stay updated on industry trends, regulations, and best practices to provide clients with accurate and relevant advice Qualifications: • Prior experience in sales or financial services is preferred, but NOT required • Knowledge of estate planning, tax laws, corporate accounting, securities law, wills, trusts, estate law, financial planning, financial concepts, and wealth management is beneficial • Strong analytical skills with the ability to interpret complex financial information • Excellent communication and interpersonal skills to effectively interact with clients • Bachelor's degree is desirable Job Types: Full-time, Internship Pay: $70,000 - $150,000 per year Benefits: • 401(k) • Dental insurance • Financial planning services • Flexible schedule • Health insurance • Paid time off • Paid training • Retirement plan Compensation: $95,000 - $125,000 yearly

• Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans • Offer guidance on various financial products and services such as investments, insurance, retirement planning, and estate planning • Assist clients in understanding complex financial concepts and help them make informed decisions regarding their finances • Build and maintain strong client relationships through regular communication and reviews of financial plans • Stay updated on industry trends, regulations, and best practices to provide clients with accurate and relevant advice

Compensation:
$95,000-$125,000 per year