Job Description
Job Description
Financial Representative
Overview
A Financial Representative position offers unlimited growth potential in the financial services industry.
You will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures.
You can make an impact on those around you, and over time, become well compensated.
Wealth Strategies offers support to Financial Representatives with resources, training and an experienced team to collaborate with and assist in taking your career to the next level.
We take an uncommon approach to financial services, focusing on long term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
Other firms may only focus on the short term; we like to look at planning from a holistic perspective.
As a Financial Representative with Wealth Strategies we invest in your success.
What you’ll be doing
Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
Provide clients with information related to financial products and services on an ongoing basis.
Develop and maintain a base of clients who value your input and guidance.
Work with clients to keep their financial plans current and aligned with their goals.
Requirements
Must be a US citizen or permanent resident
A four year college degree or equivalent experience
Appropriate licensing (assistance provided for Life & Health and series 6 / 63 / 65 or 7 / 66)
Preferred Qualities
Self motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding
Desire to help others achieve financial success through proper financial guidance and planning
Driven and seeking a high-income potential opportunity
An interest in building markets through connections and experiences to cultivate long term relationships
Training for Success
Individuals from various backgrounds have the skills and tenacity needed to become a successful Financial Representative.
A degree in finance or economics is not required. We support Financial Representatives who wish to pursue industry designations with financial support available.
We believe in the talented people who we hire and invest in new Representatives through unparalleled support and training.
You’ll have access to online, in person local training and off site national training and development programs.
Financial Representatives also have the opportunity to work with fellow Representatives to learn from others. Many also take part in mentoring relationships and study groups with their peers.
Benefits
We believe that quality people deserve a competitive benefits package. Financial Representatives with Wealth Strategies are eligible to enjoy a rich compensation package that includes :
High earning potential with one of the most lucrative contracts in the business that recognizes your performance
A comprehensive benefit package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more
Opportunities for leadership development and management positions
We’re committed to our values (D.E.E.D.S.) and looking for individuals who share those values and thrive in a fast paced environment.
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