Financial Representative jobs in United States
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Strategic Wealth Specialists ยท 2 days ago

Financial Representative

positionMobile, AL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Strategic Wealth Specialists, LLC is a financial firm dedicated to empowering individuals and businesses to achieve financial independence and security. The Financial Representative will work with clients to develop comprehensive financial plans and provide guidance on various financial strategies.

Financial Services
Hiring Manager
Matthew Johnson
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Responsibilities

Work with clients to develop comprehensive financial plans
Offer guidance on insurance options
Assist in retirement planning
Provide investment strategies
Client consultations
Financial analysis
Implementing solutions to meet clients' financial goals

Qualification

Insurance knowledgeFinancial analysisFinancial services experienceBachelor's degreeInterpersonal skillsCommunication skillsLicensing in financial products

Required

Knowledge of Insurance and Finance practices
Strong interpersonal and communication skills to engage with clients effectively
Ability to analyze financial data and develop customized solutions

Preferred

Previous experience in financial services is preferred but not required
Bachelor's degree in Finance, Business Administration, or a related field desired
Licensing in relevant financial and insurance products is an advantage

Company

Strategic Wealth Specialists

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Strategic Wealth Specialists is a financial firm.
dateFounded in 2012
location
Mobile, Alabama, USA
people-size11-50 employees
web-link
http://www.strategicwealthspecialists.com/

Funding

Current Stage
Early Stage

Leadership Team

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Kelly Woody
Chief Operating Officer SWS, Director of Finance Strategic Wealth Network
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Company data provided by crunchbase