Financial Representative jobs in United States
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Austin and Associates Inc · 17 hours ago

Financial Representative

Austin & Associates Inc is a company that empowers its employees to make an impact on their careers while transforming the financial industry. As a Financial Agent, you will learn and grow within the Branch network, working alongside Financial Advisors to help clients achieve their financial goals.

Financial Services
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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

Client serviceCommunication skillsFinance knowledgeProblem-solvingCustomer service experienceSeries 6 licenseSeries 63 licenseTeamwork

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

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

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Established in 2001 with the intent to build financial principles with average and ordinary people who own their own offices across the United States.

Funding

Current Stage
Early Stage
Company data provided by crunchbase