What are the responsibilities and job description for the Financial Representative position at Certified Financial Services?
Certified Financial Services LLC, an Agency of The Guardian Life Insurance Company of America® (Guardian), is dedicated to helping clients achieve financial confidence, balance, and prosperity. Our innovative skills and financial knowledge enable us to create strategies that optimize wealth-building potential and overall financial well-being. By taking a holistic approach to financial planning, we offer specialized services designed to meet all client needs and provide new opportunities. Our electronic wealth organizational platform, The Living Balance Sheet®, helps clients take the necessary actions to achieve their desired results.
This is a full-time, on-site role for a Financial Representative located in Farmington, CT. The Financial Representative will be responsible for assisting clients with financial planning, providing insurance advice, retirement planning, and managing investments. Day-to-day tasks include meeting with clients, analyzing financial data, developing personalized financial strategies, and maintaining client relationships.
- Experience in Financial Planning and Retirement Planning
- Knowledge of Insurance and Finance
- Background in Investments
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Bachelor's degree in Finance, Business, or related field is preferred
- Relevant certifications (e.g., CFP, CFA) are a plus