Certified Financial Services · 22 hours ago
Financial Services Representative
Farmington, CT
Full-time
Onsite
New Grad, Entry LevelCertified Financial Services is looking for self-motivated individuals to join their network of Financial Professionals. In this role, you will work with clients to provide access to financial products and services, helping them understand their financial life and build wealth for the future.
Financial Services
No H1B
U.S. Citizen OnlyHiring Manager
Ed Vela, CLF®, CLU®, ChFC®, MBA
Responsibilities
Working with clients to understand their goals, concerns, and current financial information
Analyzing information to create a strategy with appropriate products and services
Developing and maintaining a base of clients who value your input and guidance
Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years
Qualification
Required
Must be a US citizen or permanent resident
Obtain appropriate licensing
Preferred
A four‐year college degree preferred
Benefits
Defined Benefit Plan
401(k) with Match and Roth options
Health and dental insurance
Tuition reimbursement
Continuing education opportunities
Company
Certified Financial Services
Certified Financial Services is a financial services company that provides investment management services.
Founded in 1986
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase