Registered Representative/Agent/Financial Planner

Responsibilities:
- Provide financial advice and guidance to clients and corporate customers regarding a specific investment opportunities
- Build and maintain strong relationships with clients and corporate customers to understand their financial goals and objectives
- Conduct thorough research and analysis to identify suitable investment options for clients and corporate customers
- Stay up-to-date with market trends, economic indicators, and regulatory changes that may impact client investments
- Collaborate with other departments such as corporate accounting, cash management, and asset management to ensure accurate and timely execution of client transactions
- Experience with selling bond/private placement of debts and/or closed-end funds preferred.

- Utilize customer relationship management (CRM) software to track client and corporate customer interactions and maintain accurate records

Requirements:
- Bachelor's degree in finance, accounting, economics or a related field preferred
- Registered (SIE, Series 7, 66, 65) Representative license or willingness to obtain one is a must
- Previous experience in investment product sales or a similar role is preferred
- Strong knowledge of investment products, financial markets, and industry regulations
- Excellent communication and interpersonal skills to effectively interact with clients
- Ability to analyze complex financial data and provide sound investment recommendations
- Proficient in using financial software and tools for research and analysis

Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Job Type: Full-time

Pay: $150,000.00 - $200,000.00 per year

Compensation package:

• Commission pay

Weekly schedule:

• Choose your own hours
• Monday to Friday

Work setting:

• Office
• Remote

Experience:

• B2B sales: 3 years (Preferred)

Work Location: Remote