Overview
We are seeking a highly motivated and experienced Financial Representative to join our team. As a Financial Representative, you will be responsible for providing comprehensive financial planning services to our clients. This is an excellent opportunity for individuals with a strong background in investment management, public accounting, and financial sales.
Duties
- Conduct thorough financial analysis and provide personalized investment advice to clients
- Develop and maintain client relationships through regular communication and meetings
- Assist clients in creating and implementing financial plans based on their individual goals and risk tolerance
- Stay up-to-date with market trends and changes in tax laws to provide accurate and relevant advice
- Collaborate with other professionals, such as attorneys specializing in wills, trusts, and estate law, to ensure comprehensive financial planning for clients
- Manage client portfolios and make recommendations for adjustments based on market conditions
- Actively participate in business development activities to expand the client base
Required Qualifications
- A desire to serve the community by bringing guidance and confidence
Prefered but not required qualifications
- Bachelor's degree in finance, accounting, or a related field
- Strong knowledge of investment management principles and practices
- Previous experience in public accounting or a related field is preferred
- Familiarity with wills, trusts, and estate law is a plus
- Excellent research and analytical skills
- Proficient in using financial software and tools
- Strong communication and interpersonal skills
If you are a self-motivated individual with a passion for finance and helping clients achieve their financial goals, while also building your own firm & team we would love to hear from you.
Job Types: Full-time, Internship
Pay: $106,330.00 - $125,327.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Compensation package:
- 1099 contract
- Bonus opportunities
- Commission pay
- Signing bonus
Weekly schedule:
- Choose your own hours
- Monday to Friday
Work setting:
License/Certification:
- Life & Health Insurance License (Preferred)
Work Location: Hybrid remote in Salem, OR 97301