What are the responsibilities and job description for the Financial Representative position at Bayless Wealthcare?
- Provide financial advice and guidance to clients based on their individual needs and goals
- Develop and maintain strong relationships with clients to ensure their financial objectives are met
- Conduct thorough financial analyses and assessments to identify opportunities for growth and improvement
- Assist clients with investment management, wealth management, and cash management strategies
- Research and stay up-to-date on market trends, economic conditions, and industry regulations
- Collaborate with internal teams, such as corporate accounting and technical accounting, to ensure accurate financial reporting
- Manage client portfolios and make recommendations for adjustments based on market conditions
- Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records
Requirements:
-Must be 18 years or older
- Must have a computer and a strong internet connection
- Exceptional communication and interpersonal skills for building client relationships
- Must have a clean background
- Ability to work independently and prioritize tasks effectively
Please Note:
You have the ability to earn sponsored licensing including Life Producer, SIE, S6, S63, S26, S65, Annuities and Mortgage. If you have read this entire description in full, please message me "apple" in order to receive a chance for an interview.
Job Type: Independant Contract
Pay: $500.00 - $10,000.00 per month
Benefits:
- Flexible schedule
- Life insurance
- Professional development assistance
Weekly schedule:
- Choose your own hours
Work setting:
- Remote
Application Question(s):
- Must have US Residence, as we do not sponsor individuals to work in the USA.
Work Location: Remote
Job Type: Contract
Pay: $500.00 - $10,000.00 per month
Benefits:
- Flexible schedule
- Life insurance
- Retirement plan
Compensation Package:
- Bonus opportunities
- Commission pay
Language:
- English (Preferred)
- Spanish (Preferred)
Work Location: Hybrid remote in St. Clair, MI 48079
Salary : $500 - $10,000