Financial Services Professional

Job Overview

Join our dynamic team as a Financial Services Professional and become a vital partner in guiding clients through their financial journeys. In this role, you will leverage your expertise in financial products, investment strategies, and regulatory compliance to deliver tailored solutions that meet clients’ unique needs. Your energetic approach will inspire confidence and foster long-term relationships, helping clients achieve their financial goals while ensuring adherence to industry standards and legal requirements. This paid position offers an exciting opportunity to grow your career in a fast-paced, client-centric environment committed to excellence.

Duties

• Develop comprehensive financial plans by analyzing clients’ assets, liabilities, income, and expenses to recommend suitable investment and wealth management strategies
• Provide expert advice on estate planning, wills, trusts, and estate law to help clients preserve and transfer wealth efficiently
• Stay current on securities law, financial regulations, and industry best practices to ensure all client recommendations comply with legal standards
• Manage investment portfolios through ongoing monitoring, rebalancing, and performance analysis to optimize client outcomes
• Communicate complex financial concepts clearly and confidently to clients, fostering trust and understanding
• Conduct research on financial markets, economic trends, and new financial products to inform strategic advice
• Maintain strong client relationships through regular reviews, proactive communication, and personalized service delivery

Qualifications

• Proven experience practicing in the securities industry with a solid understanding of financial analysis and investment management advisory services
• Knowledge of estate planning, wills, trusts & estate law, tax experience, and wealth management principles
• Familiarity with banking services expertise, cash management solutions, and asset management strategies
• Strong technical skills in financial software applications and research tools used for portfolio management and financial analysis
• Industry knowledge of financial regulations including FINRA (Financial Industry Regulatory Authority) standards and securities law compliance
• Excellent client relationship management skills with the ability to communicate complex ideas effectively
• Educational background or certifications in finance, accounting or related fields; professional credentials such as FINRA licenses are highly desirable
• Demonstrated math proficiency with the ability to interpret financial data accurately

Embark on a rewarding career where your expertise makes a meaningful difference. We are dedicated to supporting your professional growth while providing a vibrant environment that values innovation, integrity, and client success.

Pay: $30,000.00 - $100,000.00 per year

Application Question(s):

• If you are not licensed, are you willing to invest in order to obtaining it?
• We have mandatory training every Tuesday and Friday at 7PM, are you willing to attend?

License/Certification:

• Life Insurance License (Preferred)

Work Location: In person