Financial Services Advisor - Growth & Training Path

Atlasfinancialsolutions Co; Philadelphia (Philadelphia County); On-site; USD 50,000 - 80,000; Full time

Job summary

Atlasfinancialsolutions Co in Philadelphia, PA, seeks a Financial Services Representative to help individuals and families understand protection, retirement, and long-term wealth strategies. You will meet with clients, present tailored financial solutions, and build lasting relationships.

The role emphasizes client focus, growth orientation, and a career in financial services. Employment can be full-time, part-time, or contract, with structured training, mentorship, and advancement opportunities

Qualifications

• Strong communication and interpersonal skills.
• Self-motivated with good time management.
• Eligible for state licensing (if not already licensed).
• Ability to work independently and in a team.

Responsibilities

• Meet with prospective clients to assess financial goals and needs.
• Educate clients on protection and retirement strategies.
• Present customized financial solutions based on client objectives.
• Maintain relationships and provide client service support.
• Complete required documentation and ensure compliance.
• Participate in training and professional development programs.
• Collaborate with team members and leadership to achieve performance goals.

Skills

Communication skills

Interpersonal skills

Self-motivated

Time management

Independent and team

Education

High school diploma

Bachelor's degree preferred

Job description

Atlasfinancialsolutions Co in Philadelphia, PA, seeks a Financial Services Representative to help individuals and families understand protection, retirement, and long-term wealth strategies. You will meet with clients, present tailored financial solutions, and build lasting relationships.

The role emphasizes client focus, growth orientation, and a career in financial services. Employment can be full-time, part-time, or contract, with structured training, mentorship, and advancement opportunities