14 financial representative Jobs in columbus, oh
WallStJobs.com is Hiring a Financial Services Representative Near Columbus, OH
Job Description
Job Overview
Major Investment Advisory Firm dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service seeks a Financial Services Representative to join their team.
As a Financial Services Representative, you will work closely with clients to understand their financial goals, recommend suitable investment products, and help them navigate the complexities of the financial markets.
Key Responsibilities
- Build and maintain strong relationships with clients, understanding their financial needs and goals.
- Provide tailored financial advice and recommend suitable investment products, including mutual funds, annuities, and insurance products.
- Assist clients with account setup, maintenance, and transactions, ensuring accuracy and compliance with industry regulations.
- Educate clients on financial concepts, market trends, and investment options to empower them to make informed decisions.
- Ensure all activities comply with regulatory requirements and company policies, maintaining the highest ethical standards.
- Proven experience in financial services sales or a related field.
- Excellent verbal and written communication skills, with the ability to build rapport with clients.
- A passion for helping clients achieve their financial goals and a commitment to delivering exceptional service.
- Meticulous attention to detail in all client interactions, documentation, and compliance matters.
- Ability to collaborate effectively with colleagues and contribute to a positive team environment.
- Competitive base salary plus performance-based bonuses.
- Comprehensive benefits package Including health, dental, vision, and 401(k).
- Access to ongoing training and career advancement opportunities.
- Flexible work from home options available.
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Job Summary
Full Time
$58k-86k (estimate)
09/05/2024
09/23/2024
wallstjobs.com
Westbury, NY
25 - 50
Business Services
Related Companies
The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
04/04/2022: Riverside, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
02/14/2022: Altoona, PA
Provide efficient sales, services to customers and monitor sales for all referral objectives.
02/13/2022: Saint Paul, MN
To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
02/26/2022: Topeka, KS
A financial service representative provides financial advice and matches financial products with customers' needs and goals.
02/16/2022: Richland, WA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
03/19/2022: New York, NY
Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
02/16/2022: Frankfort, KY
Soft skills for financial services representative roles can be of help.
02/20/2022: Bradenton, FL
Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
01/08/2022: Miami, FL
Step 3: View the best colleges and universities for Financial Services Representative.
