What are the responsibilities and job description for the Financial Services Representative position at Rose City Financial?
Company Description
Rose City Financial is a financial planning firm dedicated to helping clients achieve financial freedom and security. The team of experienced financial planners at Rose City Financial is committed to delivering comprehensive and customized financial solutions, prioritizing long-term relationships with clients. Specializing in addressing diverse financial needs with a holistic approach, Rose City Financial collaborates with clients throughout their financial planning journey.
Role Description
This is a full-time on-site role as a Financial Services Representative located in Lake Oswego, OR. The Financial Services Representative will be responsible for providing financial services, investments, customer service, and insurance solutions to clients on a day-to-day basis.
- Strong Customer Service skills
- Excellent communication and interpersonal skills
- Ability to work effectively in a team
- Series 7 and 66 license is preferred
- Commission Based Job