Financial Services Advisor - Retirement & Wealth Planning

Jeffhermaninsurance; Arlington (TN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Tuition assistance

Training & development

Competitive salary

Job summary

A leading insurance agency in Arlington, TN is seeking a Financial Services Representative to market tailored financial products. Candidates should have over 3 years of experience in financial services and possess relevant licenses. The role involves consulting clients on financial planning, assisting with portfolio management, and ensuring compliance with regulations. A supportive environment is offered, along with competitive compensation ranging from $70,000 to $100,000 per year.

Qualifications

• 3+ years of experience in financial services.
• Passion for helping others protect their financial future.
• Ability to analyze and present financial concepts clearly.

Responsibilities

• Consult with customers on comprehensive financial planning.
• Assist clients with portfolio management and strategies.
• Conduct financial reviews to recommend protective products.
• Collaborate with the Agent on financial planning meetings.
• Ensure compliance with financial regulations.

Skills

Client success expertise

Analytical skills

Communication of financial concepts

Education

Life and health insurance licenses

FINRA Series 65, 6, and 63 licenses

Job description

A leading insurance agency in Arlington, TN is seeking a Financial Services Representative to market tailored financial products. Candidates should have over 3 years of experience in financial services and possess relevant licenses. The role involves consulting clients on financial planning, assisting with portfolio management, and ensuring compliance with regulations. A supportive environment is offered, along with competitive compensation ranging from $70,000 to $100,000 per year.