What are the responsibilities and job description for the Indepedent Financial Services Sales/Junior Broker position at PFS Investments?
Company Description
Role Description
This is a part-time hybrid role for an Independent Financial Services Sales/Junior Broker located in Middlesex, NJ, with some work-from-home flexibility. The role involves providing tailored financial planning and retirement planning solutions, educating clients about financial services, and assisting with building and maintaining client relationships. The individual will also work to identify and deliver financial solutions that align with clients’ unique goals and objectives.
Qualifications
- Skills in Financial Planning, Retirement Planning, and Financial Services
- Knowledge of Finance and industry best practices
- Strong and effective Communication skills for client interactions
- High integrity, self-motivated, and goal-oriented attitude
- Analytical thinking and attention to detail
- Relevant certifications or licenses in financial services (a plus)