Senior Financial Services Representative - Smithtown

About the role

As a Senior Financial Services Representative, you will be responsible for managing client relationships, providing financial advice, and ensuring compliance with regulatory standards.

Responsibilities

• Manage and grow client portfolios through personalized financial planning and investment strategies.
• Provide comprehensive financial advice to clients on a wide range of topics including retirement planning, tax optimization, and estate management.
• Stay updated on market trends and regulatory changes that impact financial services.
• Conduct initial and follow-up meetings with clients to assess their financial needs and goals.
• Prepare and present detailed financial plans and proposals to clients.
• Ensure all transactions are conducted in accordance with company policies and regulatory requirements.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• Minimum 5 years of experience in financial services or related field.
• Proven ability to build and maintain strong client relationships.
• Strong analytical skills with the ability to interpret complex financial data.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite.

Qualifications

• Knowledge of financial products and services.
• Experience with wealth management software.
• Ability to work independently and manage multiple tasks simultaneously.
• Passion for helping clients achieve their financial goals.

Skills

• Financial analysis and modeling.
• Client relationship management.
• Regulatory compliance.
• Technical proficiency with financial software.

Benefits

• Competitive salary commensurate with experience.
• Health insurance coverage.
• 401(k) plan with company match.
• Flexible work schedule.
• Professional development opportunities.

Pay

The salary for this position is $75,000 per year.

Schedule

This role offers a flexible schedule with the option to work remotely up to 2 days per week.