Integrated Financial Concepts · 2 months ago
Financial Services Representative
Red Bank, NJ
Full-time
Onsite
New Grad, Entry LevelIntegrated Financial Concepts is a company focused on impactful financial services. They are seeking entrepreneurial candidates to help clients achieve their long-term financial goals through personalized planning and relationship building.
Financial Services
Responsibilities
Working within our established marketing lanes and lead sources to develop a client base
Prospecting for clients through referrals, personal observation, and networking
Day to day servicing of current client accounts (submit paperwork, submitting trades, etc.)
Developing and maintaining long term relationships with clients
Client interfacing to perform a fact gathering and needs analysis to arrive at a client-centric financial solution
Attending 1 on 1 trainings, mentoring, and group training to help ensure you are given proper guidance and attention at all times
Establishing high level relationships with client base that will enhance long term working partnerships
Qualification
Required
Bachelor's degree in a relevant field or equivalent experience would be a plus
An entrepreneurial mindset: you're motivated by the opportunity to help prospective clients while focusing on personal growth
You are personable and caring, with a natural ability to connect and communicate with others
Enthusiastic, high energy, and positive attitude
Self-starter with strong sense of ownership, learning agility and ability to work autonomously
Honesty, Integrity, & Ethics: you can be trusted to do the right thing for clients and for the team
Must have excellent communication and interpersonal skills
Quick learner that is comfortable in a fast-paced, dynamic environment
Strong sense of mission and passion
Total commitment in everything you do
Benefits
Opportunity for full benefits package (medical, dental, life, healthcare, and pension)
Great 401(k) plan
Tuition Reimbursement program for professional designations
Recognition and award programs including trips to desirable worldwide destinations
Company
Integrated Financial Concepts
At Integrated Financial Concepts, we do work that matters in a culture where people matter.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
VICTOR MURO
Co-Founder of Integrated Financial Concepts
Company data provided by crunchbase