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 part-time hybrid role for a Financial Representative located in Vienna, VA, with the flexibility to work remotely for a portion of the hours. The Financial Representative will engage with clients to provide personalized financial planning, assist with investment recommendations, evaluate insurance needs, and develop retirement planning strategies. The role involves analyzing clients' financial situations, preparing tailored recommendations, and fostering long-term financial success through exceptional service and guidance.
Qualifications
We suggest you enter details here.
Role Description
This is a part-time hybrid role for a Financial Representative located in Vienna, VA, with the flexibility to work remotely for a portion of the hours. The Financial Representative will engage with clients to provide personalized financial planning, assist with investment recommendations, evaluate insurance needs, and develop retirement planning strategies. The role involves analyzing clients' financial situations, preparing tailored recommendations, and fostering long-term financial success through exceptional service and guidance.
Qualifications
- Excellent communication, interpersonal, and advisory skills
- High level of integrity and ethical decision-making
- Relevant certifications are a plus
- Prior experience in financial services or a related field is preferred but not mandatory