Financial Representative

Responsibilities:
- Provide financial advice and guidance to clients in areas such as banking, asset management, investment management, and wealth management.
- Build and maintain strong customer relationships through effective communication and personalized service.
- Conduct research and analysis to identify suitable investment opportunities for clients.
- Assist clients with technical accounting and corporate accounting needs.
- Collaborate with sales teams to promote financial products and services.
- Stay updated on industry trends, regulations, and best practices in order to provide accurate and relevant financial advice.

Requirements:
- Previous experience in public accounting or financial services is preferred.
- knowledge of financial principles, investment strategies, and wealth management techniques.
- Excellent communication and interpersonal skills to effectively interact with clients.
- Ability to analyze complex financial data and provide clear recommendations.
- Proficient in using financial software and tools for research and analysis.

Note: This job description is a general overview of the responsibilities and requirements for the Financial Representative position. Additional duties may be assigned based on the specific needs of the organization.

Job Type: Full-time

Pay: From $1.00 per year

Benefits:

• Flexible schedule

Compensation package:

• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• Hybrid work
• Office

Work Location: In person