Entry-Level Financial Sales Representative

About the Financial Planner position

We are looking for an experienced Financial Planner who will support our customers in their finances management. Your responsibility will be to ensure they make wise and profitable decisions to meet their financial goals, serving as their trusted advisor in such areas as investments, cash flow, savings and debt management and you

We expect you to be an effective communicator and have experience in financial planning and business development. You should be a good analyst and a customer-oriented professional.

Financial Planner responsibilities are :

Explore customers' financial statuses such as income, expenses and liabilities

Customize clients' financial plans according to their changing needs

Develop sound plans and budgets for clients and consult them on related issues

Find financial opportunities (such as insurance plans or investments) and suggest them to customers

Introduce suitable financial products and services to customers

Consult customers on the implementation of their plans and transactions

Find new prospective clients and approach them

Maintain strong relationships with existing clients

Stay informed about news and updates about regulations, practices and financial products

Financial Planner requirements are :

No experience of working on a Financial Planner position

Solid experience of analyzing financial information and complying with regulations

Experience in sales or customer service

Good practical experience with MS Office and CRM systems

Strong math skills with close attention to detail

Customer service orientation with strong ethics

Strong communication skills and ability to build long-term relationships

Valid professional license such as Series 7 & 66

• BSc or BA degree in accounting, finance, business administration or other relevant area; professional certification such as CFP will be a bonus