Financial Services Rep: Growth, Signing Bonus & Training

Scottmcgrew

Ellicott City (MD)

On-site

USD 60,000 - 95,000

Full time

14 days+

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Benefits offered by this job

401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Signing bonus
Training & development
Tuition assistance

Job summary

A financial services agency is seeking a Registered Representative to market financial products and consult customers on financial planning. The role requires strong analytical and communication skills. Ideal candidates will have 3+ years in financial services and relevant licenses (FINRA Series 6 and 63, Life and Health). Join a supportive team dedicated to improving the community while growing your career. This position offers a competitive salary and benefits including performance bonuses and training.

Qualifications

  • 3+ years of experience in financial services preferred but not required.
  • Analytical and communication skills are a must.
  • FINRA Series 6 and 63 licenses preferred.
  • Life and Health license 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 financial services agency is seeking a Registered Representative to market financial products and consult customers on financial planning. The role requires strong analytical and communication skills. Ideal candidates will have 3+ years in financial services and relevant licenses (FINRA Series 6 and 63, Life and Health). Join a supportive team dedicated to improving the community while growing your career. This position offers a competitive salary and benefits including performance bonuses and training.
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