Overview: We are seeking a highly motivated and detail-oriented Financial Representative to join our team. As a Financial Representative, you will be responsible for providing financial advice and guidance to clients, helping them achieve their financial goals. This is an excellent opportunity for individuals with a strong background in finance and a passion for helping others. Responsibilities: - Provide comprehensive financial planning services to clients, including retirement planning, investment strategies, and estate planning - Conduct thorough financial analysis and research to develop personalized financial plans - Assist clients in understanding complex financial concepts and strategies - Build and maintain strong client relationships through regular communication and meetings - Collaborate with other professionals, such as attorneys and accountants, to develop comprehensive financial solutions - Stay up-to-date on industry trends, regulations, and best practices - Utilize customer relationship management (CRM) software to track client interactions and manage appointments Experience: - Bachelor's degree in finance, accounting, or a related field - Proven experience in financial sales or corporate accounting - Strong knowledge of wealth management principles and practices - Familiarity with financial concepts such as cash management, investment strategies, and risk management - Proficient in conducting financial research and analysis - Excellent communication skills, both verbal and written - Strong attention to detail and analytical thinking - Ability to build rapport with clients and establish trust - Proficient in using mathematical calculations for financial planning We offer competitive compensation packages and opportunities for career advancement within our organization. If you are a dedicated professional with a passion for finance and helping others achieve their financial goals, we encourage you to apply.

Job Type: Full-time

Pay: $73,444.00 - $80,162.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance

Compensation package:

• Bonus opportunities
• Commission pay
• Employee stock purchase plan
• Profit sharing
• Signing bonus

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• In the field
• Office

Ability to Relocate:

• Providence, RI 02908: Relocate before starting work (Required)

Work Location: In person