WilburFinacial · 18 hours ago

Financial Services Representative

United States

Part-time

Remote

Entry, Mid Level

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Financial Services

Hiring Manager

Haylee Wilbur

Insider Connection @WilburFinacial

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Responsibilities

Client Engagement: Assist in conducting client meetings to gather financial information, understand goals, and assess risk tolerance.

Financial Analysis: Utilize cutting-edge software tools to analyze financial data and develop personalized financial plans tailored to each client's unique circumstances.

Recommendations: Collaborate with experienced advisors to formulate strategic recommendations on investment strategies, retirement planning, tax optimization, and wealth preservation.

Education and Support: Provide ongoing support to clients by addressing inquiries, explaining financial concepts, and offering guidance on financial decisions.

Professional Development: Engage in continuous learning and development through structured training programs, industry certifications, and mentorship opportunities.

Qualification

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Interest in personal finance