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Client Solutions

PFS - Frisco, TXGrand Rapids, MI, US
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About the job Company Description Fortune 1000 Company that went public in 2010 on the NYSE.

Role Description This is a part-time, flexible, remote role as a Financial Representative.

The role involves tasks related to financial planning, client advisory services, and promoting financial products.

The Financial Representative will work closely with clients to understand their financial goals and provide appropriate recommendations.

Understanding of financial planning principles and investment products not required as you will be fully trained.

Qualifications Excellent communication and interpersonal skills Ability to work independently and manage time efficiently Willingness to obtain all State and Federal Licensure Must pass a background check Located in the US You can schedule directly https :

  • calendly.com / teamvictory / 15min   Powered by JazzHR
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Solution • Grand Rapids, MI, US