We are looking for a Financial Representative to join our team and provide professional financial advice to our clients. The successful candidate will be responsible for providing office-based support, managing client accounts, and developing financial plans tailored to the individual needs of each client. The ideal candidate will have excellent interpersonal skills, a strong understanding of financial products and services, and the ability to work independently with minimal supervision.

Responsibilities:

• Maintain accurate records of customer accounts.
• Provide customer service to clients in person, over the phone, and via email.
• Analyze financial data and make recommendations to clients.
• Develop and implement financial plans for clients.
• Assist clients with setting financial goals and objectives.
• Develop and maintain relationships with clients.
• Stay up-to-date on financial regulations and changes in the industry.

Job Type: Full-time

Pay: $18.00 - $24.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Paid time off
• Vision insurance

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: In person