What are the responsibilities and job description for the Financial Representative position at PFS Investments?
Company Description
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Role Description
This is a hybrid role for a Financial Representative, located in Los Angeles, CA, with some work from home acceptable. The Financial Representative will be responsible for providing clients with financial planning services, including advising on investment options, retirement planning, and insurance. Day-to-day tasks include client consultations to assess financial needs and goals, developing and implementing tailored financial plans, and maintaining long-term client relationships to ensure ongoing financial security. Additionally, the Financial Representative will carry out market research to keep up with industry trends and present various financial products to meet client expectations.
Qualifications
- Experience in Financial Planning and Retirement Planning
- Knowledge of Insurance and Investments
- Finance expertise
- Excellent analytical and problem-solving skills
- Strong interpersonal communication skills
- Ability to work both independently and collaboratively
- Bachelor's degree in Finance, Economics, Business, or related field
- Relevant certifications (e.g., CFP) are a plus