Licensed Financial Advisor & Portfolio Specialist

Peterweidinger; Florida; Sur place; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Résumé du poste

A financial services provider is seeking a Financial Series Representative based in New York. This role focuses on marketing financial products, conducting needs analysis, and providing customer portfolio management. Candidates should hold a Series 6 or 7 license, possess strong investment knowledge, and demonstrate excellent communication skills. The position offers competitive salary, bonus potential, and a supportive working environment within an agency committed to customer satisfaction.

Qualifications

• Series 6 or 7 license and other relevant certifications are mandatory.
• Must have strong knowledge of investment products and financial markets.
• Effective communication and customer service skills are essential.

Responsabilités

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers' portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Conduct presentations and seminars on investment topics.

Connaissances

Strong knowledge of investment products and financial markets

Communication and customer service skills

Ability to build and maintain customer relationships

Detail-oriented with strong analytical skills

Proficiency with financial software and tools

Formation

Series 6 or 7 license and other relevant certifications

Description du poste

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off

ROLE DESCRIPTION:
As a Financial Services Representative with Peter Weidinger Ins Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

• Provide investment options and consult securities to customers.
• Conduct financial needs analysis and recommend investment products.
• Manage customers portfolios and provide ongoing support.
• Stay updated on market trends and regulatory changes.
• Conduct presentations and seminars on investment topics.
• Maintain accurate records of transactions and customers interactions.
• Ensure compliance with industry regulations and standards.

QUALIFICATIONS:

• Series 6 or 7 license and other relevant certifications.
• Strong knowledge of investment products and financial markets.
• Communication and customer service skills.
• Ability to build and maintain customers relationships.
• Detail-oriented with strong analytical skills.
• Proficiency with financial software and tools.
• High ethical standards and professionalism.