Financial Services Rep — Growth, Benefits & Advancement

Crystalfuller; San Antonio (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Simple IRA

Bonus based on performance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A leading financial services agency in San Antonio is seeking a Financial Services Representative to assist customers with financial planning and investment options. This role requires strong analytical and communication skills, with a preference for candidates holding FINRA Series 7 and 63 licenses. Compensation is competitive, ranging from $60,000 to $80,000 annually, with additional benefits such as health insurance and performance bonuses.

Qualifications

• Experience in financial services preferred.
• Analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

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 agency in San Antonio is seeking a Financial Services Representative to assist customers with financial planning and investment options. This role requires strong analytical and communication skills, with a preference for candidates holding FINRA Series 7 and 63 licenses. Compensation is competitive, ranging from $60,000 to $80,000 annually, with additional benefits such as health insurance and performance bonuses.