Austin and Associates Inc ยท 2 days ago
Financial Representative
United States
Part-time
Remote
New Grad, Entry LevelAustin and Associates Inc is a company focused on transforming the financial industry through innovative thought and problem-solving. As a Financial Agent, you will work closely with Financial Advisors to help clients achieve their financial goals while receiving comprehensive training and support.
Financial Services
Responsibilities
Shadow current Financial Advisors
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Qualification
Required
Excellent client service and communication skills
Demonstrated ability to achieve high levels of customer satisfaction
Basic knowledge of finance and investment services
Strong problem-solving skills and attention to detail
Ability to work well in a team environment
Clean background
Located in United States is required
Preferred
Experience in financial services or customer service is a plus
Series 6 or 63 licenses is a plus
Benefits
Competitive compensation
Access to financial products
Ability to obtain financial licenses (Life, Series 6, 26, 63, 65)
Company
Austin and Associates Inc
Established in 2001 with the intent to build financial principles with average and ordinary people who own their own offices across the United States.
Founded in 2001Greenwood Village, CO, US
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase