Financial Services Rep: Client Planning & Growth

Insurewithjurs; Carmel (IN); On-site; USD 60,000 - 140,000; Full time

Benefits offered by this job

Compensation range of $60,000-$140,000

401(k) match

Comprehensive benefits package

Access to large books of customers

Mentorship from career agents

Job summary

A respected financial services firm in Indiana is seeking a Financial Services Representative to provide comprehensive financial planning and advice to clients. The role requires a minimum of 3 years of experience in the financial services industry and a passion for helping clients achieve their goals. This position offers a competitive compensation package, including base salary, commission, and bonuses, along with a comprehensive benefits package. Join a dynamic team dedicated to transforming financial advising and making a meaningful impact.

Qualifications

• Minimum of 3 years of experience as a Financial Services Representative.
• Proven success in acquiring clients and maintaining relationships.
• Enthusiastic and self-motivated with a passion for client success.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Partner with a career agent to develop business plans.
• Educate clients on tools and resources for investment management.

Skills

Client relationship building

Financial planning

Knowledge of financial markets

Business judgment

Education

Bachelor's degree preferred

Tools

Securities Industry Essentials (SIE) Exam

Series 6 and/or 63, Series 65 and/or ChFC Licenses

Job description

A respected financial services firm in Indiana is seeking a Financial Services Representative to provide comprehensive financial planning and advice to clients. The role requires a minimum of 3 years of experience in the financial services industry and a passion for helping clients achieve their goals. This position offers a competitive compensation package, including base salary, commission, and bonuses, along with a comprehensive benefits package. Join a dynamic team dedicated to transforming financial advising and making a meaningful impact.