Financial Services Representative

Financial Services Representative

Join Wealth Strategies as a Financial Services Representative!

Are you a driven individual looking to make a meaningful impact on your community while building a prosperous career? At Wealth Strategies, we're not just about finances; we're about helping people achieve "Wealth Beyond Money." Our comprehensive financial planning firm is dedicated to guiding individuals, families, and businesses toward long-term success, using a unique approach that goes beyond numbers.

About Us: Wealth Strategies is a values-based organization committed to integrity, client-centric service, and innovative financial solutions. We help our clients uncover gaps in their financial plans by analyzing balance sheets and cash flow, providing them with the strategies they need to protect their financial futures. Our advisors benefit from stabilized cash flow while enjoying unlimited upside opportunities. We empower our team by identifying markets that resonate with each member and building out targeted marketing strategies to foster relationships and drive engagement.

As a Financial Services Representative at Wealth Strategies, you will:

• Work with Clients: Understand their goals, concerns, and current financial situations. Analyze this information to create customized strategies that align with their financial objectives.
• Build Relationships: Develop and maintain a base of clients who trust and value your guidance, ensuring their financial plans remain current and aligned with their evolving goals.
• Make an Impact: Provide access to financial products and services that protect assets, help clients navigate their financial lives, and build wealth for the future.

What We Offer:

• High Earning Potential: With one of the most lucrative compensation plans in the industry, including all commission draw against commission, your performance is recognized and rewarded.
• Comprehensive Benefits: Our rich benefits package includes a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
• Career Growth: Fast-track your career with opportunities for leadership development and management positions. We provide the tools, resources, and mentorship to help you succeed.
• Flexibility and Autonomy: Enjoy a hybrid model, working both in the office and in the field, with the flexibility to build your sales portfolio in a way that feels authentic to you.

What We're Looking For:

• Self-Motivated & Dynamic: You have a confident personality, a strong work ethic, high integrity, and a passion for succeeding. You're driven to help others achieve financial success through proper guidance and planning.
• Ambitious Self-Starter: You're ambitious, with an interest in building markets through connections and experiences that cultivate long-term relationships.
• Qualifications: Must be a US citizen or permanent resident. A four-year college degree or equivalent sales experience is preferred. Appropriate licensing (L&H and Series 7, 66) is required, and we will assist with obtaining these licenses.

Why Wealth Strategies?

At Wealth Strategies, we take an uncommon approach to financial services, focusing on long-term results, leveraging technology, and providing exceptional relationship management. With established office locations in Colorado and Utah, we have access to a variety of companies and specialists, offering innovative strategies for our clients' financial goals.

Join Our Team:

If you're passionate about making a meaningful impact, building a prosperous future for clients, and aligning with a values-driven organization, Wealth Strategies invites you to explore this opportunity with us. Apply today to start your journey toward helping people achieve wealth beyond money.

Our Mission: Helping people build, protect, and grow financial strategies that lead to "Wealth Beyond Money."

Job Type: Full-time

Pay: $100,000.00 - $115,000.00 per year

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: On the road

Salary : $100,000 - $115,000