Personal Financial Representative / Universal Banker

About the role

Join a dynamic team dedicated to financial planning and wealth management. Our firm is seeking an experienced Personal Financial Representative to join our team.

Responsibilities

• Provide comprehensive financial planning services to clients
• Conduct initial client meetings to understand financial goals and needs
• Develop and implement personalized investment strategies
• Monitor and adjust portfolios based on market conditions and client feedback
• Stay updated on industry trends and regulatory changes
• Build and maintain strong relationships with clients through regular communication

Requirements

• Bachelor’s degree in Finance, Economics, or related field
• Minimum 3 years of relevant experience in financial services
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Proficient in Microsoft Office Suite
• Passion for helping clients achieve their financial goals

Qualifications

• Series 65 or equivalent securities license
• Knowledge of retirement planning and estate planning
• Experience with financial planning software

Skills

• Financial analysis
• Client relationship management
• Investment strategy development
• Regulatory compliance

Benefits

• Competitive compensation package including base salary and bonuses
• Health insurance coverage
• Retirement plans
• Professional development opportunities

Pay

Compensation is commensurate with experience and qualifications.

Schedule

Full-time position with flexible working hours.

Note: The above details are subject to change and may vary based on individual performance and company policy.

To apply, please fill out the application form below.

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