Entry level financial representative Xceed Financial Tamarac, FL Job Details Permanent | Part-time | Full-time $3,000 - $10,000 a month 2 hours ago Benefits Paid training Financial planning services Employee discount Flexible schedule Life insurance Referral program Retirement plan Qualifications Financial sales Research Math Attention to detail Financial goal setting advisory services Full Job Description Job Summary Embark on an exciting journey as an Entry Level Financial Representative, where you will serve as a vital connector between clients and comprehensive financial solutions. This role offers a dynamic environment to develop foundational expertise in financial planning, investment strategies, and client relationship management. You will assist clients in understanding various financial products and services, helping them achieve their financial goals through personalized guidance and support. This paid position is ideal for motivated individuals eager to grow their career in the financial services industry, gaining hands-on experience with industry regulations, securities law, estate planning, and wealth management. Duties Assist clients with understanding and selecting appropriate financial products, including investment options, banking services, and insurance solutions. Support senior advisors in conducting financial analysis and developing tailored financial plans aligned with client objectives. Maintain accurate records of client interactions, transactions, and compliance documentation in accordance with industry regulations. Participate in ongoing training to deepen knowledge of securities law, FINRA regulations, estate planning, wills, trusts, and estate law. Help manage client portfolios by monitoring investment performance and providing updates on market trends and financial concepts. Facilitate communication between clients and the firm's specialists to ensure seamless service delivery. Contribute to research efforts on financial markets, industry regulations, and new product offerings to enhance client solutions. Skills Strong understanding of financial concepts including investment management, cash management, portfolio management, and wealth management strategies. Familiarity with securities law, FINRA compliance standards, and industry regulations governing financial services. Experience practicing in the securities industry or related fields such as public accounting or corporate finance is a plus. Excellent client relationship management skills with the ability to communicate complex financial information clearly. Knowledge of estate planning tools such as wills and trusts, along with tax experience related to estate and gift taxes. Proficiency in financial analysis software and research tools used within the industry. Solid math skills combined with a keen attention to detail necessary for technical accounting and financial compliance tasks. This role offers a unique opportunity to build a solid foundation in the fast-paced world of finance while making a meaningful difference in clients' lives through expert guidance and dedicated service. Join us to develop your expertise across a broad spectrum of financial disciplines—setting the stage for a rewarding career in wealth management and investment advisory services!

Pay:

$3,000.00 - $10,000.00 per month

Benefits:

Employee discount Financial planning services Flexible schedule Life insurance Paid training Referral program Retirement plan

Work Location:

Hybrid remote in Tamarac, FL 33321