What are the responsibilities and job description for the Financial Representative position at Iron Horse Financial?
Iron Horse Financial has a nearly 60-year history of serving clients in the southern region and has recently expanded nationally. With a mission to help clients build and protect their wealth, we emphasize creating strong, personal connections to support their financial legacies. As an innovative and technology-driven firm, we operate in collaborative teams to deliver tailored financial strategies. We focus on financial organization, providing our clients with peace of mind for any potential life event. Iron Horse Financial operates as an agency of The Guardian Life Insurance Company of America® (Guardian). Our team does not provide tax, legal, or accounting advice; clients are encouraged to consult their respective professionals for individualized advice.
This is a full-time hybrid role for a Financial Representative, based in Baton Rouge, LA, with the opportunity for partial remote work. Responsibilities include working closely with clients to assess financial goals, developing personalized strategies for financial planning, insurance, retirement planning, and investment management. The Financial Representative will also educate and guide clients on financial products and services, ensuring their plans align with long-term objectives. Building and managing client relationships will be a key focus of this role.
- Proficiency in Financial Planning and Retirement Planning
- Knowledge of Insurance and Finance products
- Familiarity with Investments and related financial solutions
- Strong interpersonal and communication skills to establish client relationships
- Ability to work effectively both independently and in collaborative teams
- Bachelor's degree in Finance, Business, Accounting, or a related field is preferred
- Relevant certifications (e.g., CFP, ChFC) are a plus
- Strong analytical and problem-solving skills
- Commitment to ongoing professional development and industry certifications