Job Description

Overview
As a Financial Services Professional, you will work directly with clients to help them navigate their financial challenges by recommending suitable products and services. Collaborating with experienced professionals, you’ll be part of a supportive team committed to guiding you as you deepen your understanding of the industry. You'll also have access to a wide range of tools, resources, and training to support your growth and success.

Responsibilities

• Prospecting for clients through networking and referrals
• Developing and maintaining long-term relationships with clients
• Providing financial solutions for clients through fact gathering and needs analysis
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Qualifications

• BA, BS, and/or graduate degree or equivalent work experience required
• Strong interpersonal skills
• Presentation and organizational skills, strong work ethic, self-motivated and goal-oriented