What are the responsibilities and job description for the Financial Representative position at Wealth Advisory Group?
Overview
We are seeking a dedicated and knowledgeable Financial Advisor to join our team. We are looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Responsibilities
- Develop and implement customized financial plans based on clients’ individual needs and goals.
- Working with clients to understand their goals, concerns, and current financial information
- Analyzing information to create a strategy with appropriate products and services.
- Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years
- Build and maintain strong relationships with clients through effective communication and exceptional service.
- Collaborate with other financial professionals to ensure comprehensive service delivery.
Experience
- Experience with customer relationship management systems is a plus.
- A background in banking or finance is advantageous but not mandatory.
- Excellent analytical skills with the ability to interpret complex financial data effectively.
- Strong interpersonal skills with a commitment to providing exceptional client service.
Join us as we strive to empower our clients through informed financial decisions!
Job Type: Full-time
Pay: $45,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Matching gift program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Ability to Commute:
- Latham, NY 12110 (Preferred)
Ability to Relocate:
- Latham, NY 12110: Relocate before starting work (Required)
Work Location: Hybrid remote in Latham, NY 12110
Salary : $45,000 - $100,000