Financial Services Representative
FOF Legacy Wealth Advisors FOF Legacy Wealth Advisors Pasadena, CA Pasadena, CA Part-time Full-time Part-time Full-time $100 - $200 an hour $100 - $200 an hour 1 day ago 1 day ago 1 day ago Position:
Financial Services Agent Position Overview:
As a Financial Services Agent, you will play a pivotal role in providing expert financial advice and solutions to our clients.
Your primary responsibility will be to assess clients' financial situations, understand their goals, and recommend appropriate financial products and services.
Key
Responsibilities:
1.
Financial Consultation:
Meet with clients to evaluate their financial needs, goals, and risk tolerance.
2.
Financial Planning:
Develop comprehensive financial plans that address clients' short-term and long-term objectives.
This may include retirement planning, investment strategies, estate planning, and insurance needs.
3.
Product Knowledge:
Stay up-to-date on a wide range of financial products and services, including mutual funds, insurance, stocks, bonds, and more.
4.
Client Education:
Educate clients on various financial options, explaining the benefits and risks associated with each.
5.
Recommendations:
Provide tailored recommendations based on clients' financial profiles and objectives.
6.
Client Relationship Management:
Build and maintain strong, long-term client relationships through regular communication and periodic reviews of financial plans.
7.
Compliance:
Ensure compliance with all industry regulations and company policies.
Qualifications:
- Must be 18
- Must be willing to go through a background check - Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Benefits:
-Flexible Hours - Comprehensive training and professional development opportunities.
- Access to a wide range of financial products and resources.
- Opportunities for career advancement within the company.
- A supportive and collaborative work environment.
Job Types:
Part-time, Full-time Pay:
$100.
00 - $200.
00 per hour
Benefits:
Financial planning services Life insurance Paid time off Experience level:
No experience needed Physical setting:
Office People with a criminal record are encouraged to apply Work Location:
Hybrid remote in Pasadena, CA 91107.
Estimated Salary: $20 to $28 per hour based on qualifications.
Financial Services Agent Position Overview:
As a Financial Services Agent, you will play a pivotal role in providing expert financial advice and solutions to our clients.
Your primary responsibility will be to assess clients' financial situations, understand their goals, and recommend appropriate financial products and services.
Key
Responsibilities:
1.
Financial Consultation:
Meet with clients to evaluate their financial needs, goals, and risk tolerance.
2.
Financial Planning:
Develop comprehensive financial plans that address clients' short-term and long-term objectives.
This may include retirement planning, investment strategies, estate planning, and insurance needs.
3.
Product Knowledge:
Stay up-to-date on a wide range of financial products and services, including mutual funds, insurance, stocks, bonds, and more.
4.
Client Education:
Educate clients on various financial options, explaining the benefits and risks associated with each.
5.
Recommendations:
Provide tailored recommendations based on clients' financial profiles and objectives.
6.
Client Relationship Management:
Build and maintain strong, long-term client relationships through regular communication and periodic reviews of financial plans.
7.
Compliance:
Ensure compliance with all industry regulations and company policies.
Qualifications:
- Must be 18
- Must be willing to go through a background check - Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
Benefits:
-Flexible Hours - Comprehensive training and professional development opportunities.
- Access to a wide range of financial products and resources.
- Opportunities for career advancement within the company.
- A supportive and collaborative work environment.
Job Types:
Part-time, Full-time Pay:
$100.
00 - $200.
00 per hour
Benefits:
Financial planning services Life insurance Paid time off Experience level:
No experience needed Physical setting:
Office People with a criminal record are encouraged to apply Work Location:
Hybrid remote in Pasadena, CA 91107.
Estimated Salary: $20 to $28 per hour based on qualifications.
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