Financial Services Professional

Job Summary

Our company is looking for a Financial Services Professional to help our clients plan their financial futures. In this position, you meet with clients, go over their financial planning options, and offer financial advising on how they can best prepare for their future. This may include providing investment advice or ways they can save money. Our ideal candidate has strong people skills, a driven entrepreneurial attitude and a willingness to learn and grow. You must be aware of and work in compliance with all Financial Industry Regulatory Authority (FINRA) licensing regulations.

Financial Services Professional Duties and Responsibilities

• Meet with clients to discuss their financial situations
• Advise clients on ways they can save money
• Help clients develop a financial plan for the future
• Keep track of financial progress and meet with clients periodically
• Sell additional financial services

Financial Services Professional Requirements and Qualifications

• Preferably some sales background
• Willingness to learn and be coachable
• Strong communication and interpersonal skills
• A sense of entrepreneurship