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Responsibilities:
- Provide financial advice and guidance to clients in areas such as banking, asset management, investment management, and wealth management.
- Build and maintain strong customer relationships through effective communication and personalized service.
- Conduct research and analysis to identify suitable investment opportunities for clients.
- Assist clients with technical accounting and corporate accounting needs.
- Collaborate with sales teams to promote financial products and services.
- Stay updated on industry trends, regulations, and best practices in order to provide accurate and relevant financial advice.
Requirements:
- Previous experience in public accounting or financial services is preferred.
- knowledge of financial principles, investment strategies, and wealth management techniques.
- Excellent communication and interpersonal skills to effectively interact with clients.
- Ability to analyze complex financial data and provide clear recommendations.
- Proficient in using financial software and tools for research and analysis.
Note: This job description is a general overview of the responsibilities and requirements for the Financial Representative position. Additional duties may be assigned based on the specific needs of the organization.
Job Type: Full-time
Pay: From $1.00 per year
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Work Location: Hybrid remote in Forked River, NJ 08731
Full Time
$127k-151k (estimate)
07/21/2023
07/12/2024
The job skills required for Financial Representative include Accounting, Analysis, Planning, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Representative positions, which can be used as a reference in future career path planning. As a Financial Representative, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Representative. You can explore the career advancement for a Financial Representative below and select your interested title to get hiring information.