Personal Financial Representative

Allstate Financial Services, LLC; Baltimore (MD); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Personal Financial Representative for a full-time remote position. This role involves providing tailored financial advice and solutions to clients, focusing on financial and retirement planning. You'll evaluate and recommend financial products, ensuring compliance with industry regulations while managing client relationships effectively. This opportunity is perfect for those with a passion for helping others achieve their financial goals in a supportive and dynamic environment.

Qualifications

• Proficiency in financial and retirement planning.
• Excellent client relationship management skills.
• Knowledge of insurance and mutual funds.

Responsibilities

• Provide personalized financial advice solutions to clients.
• Conduct financial and retirement planning evaluations.
• Manage client relationships to achieve financial goals.

Skills

Financial Planning

Retirement Planning

Insurance Knowledge

Mutual Funds Knowledge

Client Relationship Management

Communication Skills

Regulatory Compliance

Independent Work

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Relevant certifications (CFP)

Job description

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Company Description

Allstate Financial Services, LLC, the proprietary registered Broker-Dealer of the Allstate Corporation, helps people realize their hopes and dreams through products and services designed to protect them from life’s uncertainties and prepare for the future. Our offerings include Life Insurance, Annuities, Mutual Funds, Retirement, and College Savings Programs. Securities are offered by Personal Financial Representatives through Allstate Financial Services, LLC, a registered Broker-Dealer and Member of FINRA and SIPC. Our main office is located in Lincoln, NE.

Role Description

This is a full-time remote role for a Personal Financial Representative. In this role, you will be responsible for providing personalized financial advice solutions to clients. This includes tasks such as conducting financial and retirement planning, evaluating and recommending financial products like mutual funds and insurance, and managing client relationships to help them achieve their financial goals. You will also ensure compliance with regulatory standards and stay updated on market trends.

Qualifications

• 
  
• Proficiency in Financial Planning, Retirement Planning, and Finance
• Knowledge and experience with Insurance and Mutual Funds
• Excellent client relationship management and communication skills
• Ability to work independently and remotely
• Experience and understanding of regulatory compliance within the financial services industry
• Bachelor's degree in Finance, Business, Economics, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) or similar are a plus

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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