Entry Level Financial Services Professional

WizeHire, Inc; Schweiz; Remote; CHF 59’000 - 95’000; Vollzeit

Zusammenfassung

A reputable financial services firm based in Switzerland is seeking driven individuals for the role of Financial Services Professional. This opportunity includes comprehensive training and mentorship, with pathways for advancement into management. Candidates will work directly with clients on financial security strategies, including retirement and investment solutions. Strong communication skills and a commitment to continuous learning are essential for success in this role.

Qualifikationen

• Willingness to obtain FINRA SIE, Series 6/7, and Series 63 within the first year.
• Must secure Life and Health Insurance License.
• Committed to continuous learning.

Aufgaben

• Build strong relationships with clients and prospective clients.
• Conduct financial assessments and recommend solutions.
• Provide ongoing service and support for existing policyholders.
• Offer guidance on life protection and retirement planning.
• Educate clients on tax-efficient financial approaches.
• Operate independently while being backed by an established firm.

Kenntnisse

Strong communication and interpersonal skills

Proven leadership ability

Self-motivated and disciplined

Desire to become an expert in financial services

Jobbeschreibung

Description

We are seeking ambitious, driven individuals to join one of our firm’s top-performing teams as a Financial Services Professional. This role offers the opportunity to become a future leader within our organization while working in a supportive, resource-rich environment.

As part of our team, you will receive comprehensive training, mentorship, and industry-leading resources to help you reach your professional and financial goals. You’ll work directly with clients to design strategies for financial security and growth, including retirement planning, life and disability insurance protection, and investment solutions.

For candidates with an MBA, prior business ownership, or direct management experience, a Fast-Track to Partner pathway may be available, accelerating your career progression into management.

Responsibilities

• Build strong relationships with clients and prospective clients.
• Conduct financial assessments and recommend solutions to help clients meet their long-term goals.
• Provide ongoing service and support for existing policyholders.
• Offer guidance on life protection, disability coverage, retirement planning, and investment strategies.
• Educate clients on tax-efficient financial approaches.
• Continuously pursue additional licenses and designations to expand your expertise and offerings.
• Operate with the independence of building your own business, backed by the strength and support of an established firm.

Qualifications

• Strong communication and interpersonal skills.
• Proven leadership ability and a drive to take ownership of your career.
• Eagerness to become an expert in financial services.
• Willingness to obtain FINRA SIE, Series 6/7, and Series 63 within the first year (materials and fees provided).
• Must secure Life and Health Insurance License.
• Self-motivated, disciplined, and committed to continuous learning.
• Desire to build a long-term career with unlimited income potential and clearly defined growth opportunities.

Compensation: $75,000 - $120,000

About NYL Ruvo Group - Pittsburgh, Pennsylvania

New York Life Insurance Company has been helping people for over 175 years. As a mutually owned company, New York Life holds itself to the highest standards of transparency, objectivity, and integrity. As a Fortune 100 company, we value career growth, collaboration, innovation, and diversity, and are committed to improving local communities through giving and volunteerism, supported by the New York Life Foundation.