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Financial Services Representative (1099 independent Contractor)
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Integrity Marketing Group
Calverton, MD (In Person)
$105,698 Salary, Part-Time
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Job Description
Overview Join our dynamic team as a Financial Services Representative operating as a 1099 independent contractor! In this energetic role, you will serve as a vital advisor and resource for clients seeking expert guidance on financial planning, estate strategies, and wealth management. Your expertise will empower clients to achieve their financial goals through personalized solutions, comprehensive analysis, and innovative financial services. This position offers the flexibility to work independently while making a meaningful impact on clients' financial futures. If you're passionate about finance, thrive in a client-focused environment, and possess a proactive mindset, this opportunity is perfect for you! Duties Provide expert advice on estate planning, wills, trusts, and estate law to help clients protect their assets and plan for the future Conduct detailed financial analysis to assess clients' current financial status and identify opportunities for growth and risk mitigation Develop customized financial plans encompassing investment management, cash management, and wealth management strategies Educate clients on securities law, tax implications, and financial concepts to ensure informed decision-making Manage client relationships through proactive communication, understanding their needs, and delivering tailored financial services Assist clients with securities transactions, portfolio management, and asset allocation to optimize investment performance Utilize financial software tools to perform research, track investments, and generate comprehensive reports for clients Skills Strong knowledge of estate planning, wills, trusts & estate law, and securities law Proven experience in financial sales and customer relationship management Deep understanding of tax experience related to personal and corporate finance Expertise in financial concepts such as investment management, cash flow analysis, and wealth management Proficiency with financial analysis tools and software applications used in the industry Solid foundation in accounting principles, including corporate accounting and technical accounting practices Excellent math skills coupled with research capabilities to analyze market trends and develop strategic recommendations Familiarity with banking operations, public accounting standards, asset management practices, and research methodologies This role is ideal for motivated professionals eager to leverage their financial expertise in a flexible environment that values innovation and client success. Bring your passion for finance into a role where your skills make a real difference!