What are the responsibilities and job description for the Client Solutions position at PFS?
About The Job
Company Description
Fortune 1000 Company that went public in 2010 on the NYSE.
Role Description
This is a part-time, flexible, remote role as a Financial Representative. The role involves tasks related to financial planning, client advisory services, and promoting financial products. The Financial Representative will work closely with clients to understand their financial goals and provide appropriate recommendations. Understanding of financial planning principles and investment products not required as you will be fully trained.
Qualifications
Company Description
Fortune 1000 Company that went public in 2010 on the NYSE.
Role Description
This is a part-time, flexible, remote role as a Financial Representative. The role involves tasks related to financial planning, client advisory services, and promoting financial products. The Financial Representative will work closely with clients to understand their financial goals and provide appropriate recommendations. Understanding of financial planning principles and investment products not required as you will be fully trained.
Qualifications
- Excellent communication and interpersonal skills
- Ability to work independently and manage time efficiently
- Willingness to obtain all State and Federal Licensure
- Must pass a background check
- Located in the US
