What are the responsibilities and job description for the Financial Representative position at Strategic Wealth Specialists?
Company Description
Strategic Wealth Specialists, LLC is a financial firm dedicated to empowering individuals and businesses to achieve long-term financial independence and security. Using The Living Balance Sheet®, we provide personalized strategies to help clients achieve financial clarity and an abundant life. As an agency of The Guardian Life Insurance Company of America® (Guardian), our services include financial planning, insurance, and investment solutions. Our mission is guided by a commitment to delivering "light and truth" to the community, and our team prioritizes building trust and fostering lasting client relationships. We uphold the highest standards of professionalism and integrity in all our financial services.
Role Description
This is a full-time, on-site role for a Financial Representative, based in Mobile and Birmingham, AL. The Financial Representative will work closely with clients to provide personalized financial planning solutions. Responsibilities include assessing financial needs, recommending appropriate insurance and investment products, and supporting clients in achieving their short-term and long-term financial goals. This role involves active client relationship management, educating clients on financial strategies, and collaborating with other team members to ensure optimal client outcomes.
Qualifications
- Strong interpersonal, communication, and client relationship-building skills
- Demonstrated ability to analyze financial goals and develop actionable strategies
- Proficiency in leveraging digital tools and platforms to manage client financial plans
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field is preferred
- Relevant certifications such as CFP®, ChFC®, or other financial planning designations are an advantage
- Previous experience in financial services or insurance is a plus