Job Summary: We are seeking a dedicated Financial Representative to join our team. The ideal candidate will have a strong background in financial services, investment management, and technical accounting. Responsibilities: - Provide financial guidance and support to clients - Manage client portfolios and assets effectively - Conduct financial analysis and develop tailored investment strategies - Assist clients with tax planning and asset management - Collaborate with legal professionals on wills, trusts, and estate law matters Qualifications: - Bachelor's degree in Finance, Accounting, or related field - Proven experience in financial services, investment management, or public accounting - Strong technical accounting skills - Knowledge of portfolio management and financial analysis - Familiarity with tax regulations and laws related to financial planning Preferred Skills: - Expertise in asset management and portfolio diversification - Understanding of wills, trusts, and estate law - Ability to provide comprehensive financial advice to clients Join our team as a Financial Representative and help clients achieve their financial goals through sound investment strategies and personalized financial planning.
Job Type: Full-time
Pay: $67,264.00 - $77,490.00 per year
Work setting:
Experience:
- Financial concepts: 1 year (Preferred)
Work Location: Remote