About the Role
Financial Services Representative- Wealth Advisor
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.
- Compensation: 60,000 - $75,000+ commissions.
- Vacation
- Benefits
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with pro...
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