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Financial Representative
Job
Ramirez Legacy Consulting LLC
Remote
$79,095 Salary, Full-Time
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Job Description
Job Summary We are seeking a dedicated and knowledgeable Financial Representative to join our team. The ideal candidate will possess a strong background in customer service and demonstrate excellent customer relationship management skills. As a Financial Representative, you will be responsible for providing clients with expert advice on financial planning, investment management, and wealth management strategies. Your role will involve building long-term relationships with clients while ensuring their financial goals are met through tailored solutions. You will help people feel hopeful with their money. Duties Assist clients in understanding their financial needs and goals through comprehensive assessments. Provide expert advice on portfolio management, investment strategies, and cash management. Educate clients on wills, trusts, estate planning, and securities law to enhance their financial literacy. Work together with families to prepare to buy a home, refinance their existing loan or create a debt freedom strategy. Develop personalized financial plans that align with clients' objectives and risk tolerance. Maintain accurate records of client interactions and transactions using customer relationship management tools. Collaborate with other financial professionals to deliver integrated services to clients. Monitor client portfolios and make recommendations for adjustments as necessary. Requirements Must be able to attend the intial interview in person. A sales background is advantageous but not mandatory. Proven experience in customer service is preferred. Strong desire to excell and grow personally and financially. Exceptional communication skills to effectively convey financial concepts to clients. Ability to build rapport and maintain long-term relationships with clients. A degree in finance, accounting, business or a related field is advantageous but not mandatory. Relevant certifications (e.g., MLO, 2-14 or 2-15 insurance licences, Series 6 investments license) are a plus, but not required. Benefits Join our team and enjoy exclusive benefits! For qualified candidates, we sponsor the Investments Licenses (Series 6, 26, 63 and 65), 2-14 Life & Variable Annuity License and the Mortgage Loan Originator License. Professional development & mentorship Flexible schedule Financial planning services Learn how to become a financial advisor Join us as we empower individuals to achieve their financial aspirations through informed decision-making and strategic planning. Use your gift to serve others and find joy and purpose in your work again.