Financial Services Rep — Flexible Schedule & Growth Path

Insuremke; Mequon (WI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Hiring bonus

Health stipend

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A leading financial services firm in Mequon, WI is seeking a Financial Services Representative to assist customers in financial planning and portfolio management. The ideal candidate should have over 3 years of experience in financial services and possess necessary FINRA licenses. This role offers a competitive salary between $60,000 and $100,000 with various benefits including a hiring bonus and flexible schedule.

Qualifications

• 3+ years of experience in financial services preferred.
• FINRA Series 6/63/65 or 7 licenses will be required.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Job description

A leading financial services firm in Mequon, WI is seeking a Financial Services Representative to assist customers in financial planning and portfolio management. The ideal candidate should have over 3 years of experience in financial services and possess necessary FINRA licenses. This role offers a competitive salary between $60,000 and $100,000 with various benefits including a hiring bonus and flexible schedule.