What are the responsibilities and job description for the Financial Services Representative position at ATX Financial?
Are you a skilled financial professional with a passion for helping clients reach their financial goals? Do you thrive in a collaborative environment where your expertise is valued? We are looking for a skilled Financial Services Representative to join our growing team. In this role, you will work with clients to develop tailored financial plans, offering guidance on investments, retirement planning, and wealth management. You will collaborate with our team of advisors to provide exceptional service and build long-term relationships with clients.
About Us:
ATX Financial Group is dedicated to providing comprehensive financial planning services to individuals and families. With a focus on personalized solutions, we help our clients achieve their financial goals through expert advice and innovative strategies.
Key Responsibilities:
- Consult with clients to assess their financial needs and goals.
- Develop and implement customized financial plans, including tax strategies and retirement planning.
- Provide ongoing advice and support to clients, helping them adjust their plans as needed.
- Stay informed about market trends and regulatory changes to provide accurate and up-to-date advice.
- Build and maintain strong client relationships through regular communication and exceptional service.
- Collaborate with other financial professionals within the firm to ensure a holistic approach to client needs.
Qualifications:
- Experience in financial planning, investment advisory, or related fields.
- Strong understanding of financial products and services, including retirement planning and wealth management.
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial data and present clear, actionable recommendations.
- Current and active Life Insurance licensure required.
- Self-driven with a commitment to providing outstanding client service.
Why Join Us?
- Competitive commission package with performance-based incentives.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.
- Access to industry-leading tools and resources.
If you are a dedicated financial professional with a passion for helping clients achieve their goals, we want to hear from you! Join ATX Financial Group and accelerate your career today!
Job Type: Full-time
Pay: $150,000.00 - $165,000.00 per year
Work Location: On the road
Salary : $150,000 - $165,000
