Financial Services Representative
Columbus, OH
Full Time
Entry Level
Financial Services Representative
Job Overview
Major Investment Advisory Firm dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service seeks a Financial Services Representative to join their team.
As a Financial Services Representative, you will work closely with clients to understand their financial goals, recommend suitable investment products, and help them navigate the complexities of the financial markets.
Key Responsibilities
Job Overview
Major Investment Advisory Firm dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service seeks a Financial Services Representative to join their team.
As a Financial Services Representative, you will work closely with clients to understand their financial goals, recommend suitable investment products, and help them navigate the complexities of the financial markets.
Key Responsibilities
- Build and maintain strong relationships with clients, understanding their financial needs and goals.
- Provide tailored financial advice and recommend suitable investment products, including mutual funds, annuities, and insurance products.
- Assist clients with account setup, maintenance, and transactions, ensuring accuracy and compliance with industry regulations.
- Educate clients on financial concepts, market trends, and investment options to empower them to make informed decisions.
- Ensure all activities comply with regulatory requirements and company policies, maintaining the highest ethical standards.
- Proven experience in financial services sales or a related field.
- Excellent verbal and written communication skills, with the ability to build rapport with clients.
- A passion for helping clients achieve their financial goals and a commitment to delivering exceptional service.
- Meticulous attention to detail in all client interactions, documentation, and compliance matters.
- Ability to collaborate effectively with colleagues and contribute to a positive team environment.
- Competitive base salary plus performance-based bonuses.
- Comprehensive benefits package Including health, dental, vision, and 401(k).
- Access to ongoing training and career advancement opportunities.
- Flexible work from home options available.
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