Financial Services Representative

Barnum Financial Group; Rhode Island; On-site; USD 70,000 - 80,000; Full time

Job summary

A financial services firm is seeking a Financial Services Representative to assist clients in protecting and building their wealth. Responsibilities include networking, providing tailored financial solutions, and maintaining client relationships. Ideal candidates are self-starters with strong interpersonal skills and relevant educational background. The role offers extensive support through coaching and marketing resources.

Benefits

Personal coaching from proven winners

Customized marketing support

Access to a broad range of products

Tools to manage your practice

Qualifications

• Strong interpersonal, organizational, and communication skills.
• Self-starter who is goal-oriented.
• Team player with a hearty work ethic.

Responsibilities

• Prospecting, networking, and obtaining clients through various methods and strategies.
• Participate in our state-of-the-art Advisor Pro Training program.
• Developing and maintaining long-term relationships with clients.
• Providing financial solutions for clients through fact gathering and needs analyses.
• Expanding personal knowledge and skills through ongoing professional development.

Skills

Interpersonal skills

Organizational skills

Communication skills

Goal-oriented

Team player

Education

BA, BS, and/or Graduate Degree or equivalent work experience

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Barnum Financial Group

Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.

We provide a powerful combination of support including:

• Personal coaching from proven winners
• Customized marketing support to help you acquire clients and build your brand
• Access to a broad range of products to meet client needs
• Tools to manage your practice and support the sales process

Duties and responsibilities:

Prospecting, networking and obtaining clients through various methods and strategies.

Participate in our state of the art Advisor Pro Training program.

Developing and maintaining long-term relationships with clients.

Providing financial solutions for clients through fact gathering and needs analyses.

Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.

Qualifications:

• Strong interpersonal, organizational and communication skills
• Self-starter who is goal oriented
• Team player with a hearty work ethic
• BA, BS, and/or Graduate Degree or equivalent work experience

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Barnum Financial Group by 2x

Sign in to set job alerts for “Financial Services Representative” roles.

Call Center Telephone Banker- Lincoln, RI

Client Services Representative II - Preferred Deposits - 1st Shift - East Providence, RI

Providence, RI $70,000.00-$80,000.00 3 days ago

Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 & 66)

Warwick, RI $80,000.00-$100,000.00 12 hours ago

Cranston, RI $34,500.00-$60,000.00 6 days ago

Providence, RI $70,000.00-$100,000.00 2 weeks ago

Retail Banking Supervisor/Assistant Branch Manager - Customer Solutions Center

Warwick, RI $50,000.00-$75,000.00 2 weeks ago

Providence, RI $70,000.00-$100,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.