What are the responsibilities and job description for the Financial Representative position at Wealth Strategies?

Financial Representative

Wealth Strategies : Greenwood Village & Fort Collins, CO | Salt Lake City, UT

Overview

Flexibility. Fulfilment. You CAN have it all.

Are you searching for meaningful work and control over your future? A career as a Financial Representative with Wealth Strategies is a member of The Guardian Network® might be the answer. It takes self-motivation and resilience. For the right person, this career can provide a rewarding future.

Women often have a lot on their plates and finding a career where you can structure work around other life demands is essential.

If entrepreneurship sounds appealing, this is a chance to build a business helping others improve their financial wellbeing, while having the support and training of strong organization behind you.

You are?

Driven to succeed.
A natural networker with a confident personality.
Looking for a way to make an impact on other?s lives through your work.
Ambitious, entrepreneurial, and dedicated to career growth and development.

What you?ll be doing?

Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services.

Develop and maintain a base of clients who value your input and guidance.

Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

What we provide?

Flexible work environment where you can build your business on your terms.

Development and training?locally, virtually and nationally?to support you as you build your practice with us.

Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.

Mentorship and joint-work opportunities.

A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.

Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.

Requirements

Must be a US citizen or permanent resident

A four?year college degree preferred

Obtain appropriate insurance licensing

Who we are

Wealth Strategies is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. With established office locations in Colorado and Utah, our firm has access to a variety of companies and specialists who provide clients with innovative strategies for reaching their financial goals.

Industry

Financial Services

Employment Type

Full-time

Wealth Strategies | Denver ? Fort Collins ? Salt Lake City | 303-970-9020 | wealthsg.com / careers

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