Job Summary:
We are seeking a dedicated Financial Representative to join our team. The ideal candidate will be responsible for providing financial guidance to clients, assisting them in making informed decisions regarding their finances.
Responsibilities:
- Offer financial advice and guidance to clients on various aspects of financial planning
- Develop personalized financial plans based on clients' needs and goals
- Assist clients in managing their investments and assets
- Conduct research on financial products, market trends, and investment opportunities
- Build and maintain strong client relationships through excellent customer service
Qualifications:
- Bachelor's degree in Finance, Accounting, or related field (preferred)
- Experience in asset management and investment strategies
- Proficiency in math and analytical skills for financial analysis
- Understanding of wills, trusts, estate law is a plus
Join our team as a Financial Representative and embark on a rewarding career helping individuals achieve their financial goals.
Job Types: Full-time, Part-time, Permanent
Pay: $52,823.46 - $63,615.34 per year
Expected hours: 10 per week
Benefits:
- 401(k)
- Employee discount
- Financial planning services
- Health insurance
- Life insurance
- Referral program
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
- Choose your own hours
- Monday to Friday
- Weekends as needed
Work setting:
- In-person
- In the field
- Office
Experience:
- Financial concepts: 1 year (Preferred)
Ability to Commute:
- Glenview, IL 60026 (Preferred)
Ability to Relocate:
- Glenview, IL 60026: Relocate before starting work (Preferred)
Work Location: In person