Job Details
Financial Representative
Wealth Strategies: Greenwood Village & Fort Collins, CO | Salt Lake City, UT
Overview
Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community?
Wealth Strategies is a member of The Guardian Network is looking for individuals like you to join our team as a Financial Representative.
As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.
We take an uncommon approach to financial services, focusing on long term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
You are
- A self motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
- Desire to help others achieve their goals and dreams through cultivating long-term relationships.
- Ambitious, entrepreneurial, and looking for career growth and development.
What you ll be doing
- Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services.
- Develop and maintain a base of clients who value your input and guidance.
- Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
What we provide
- Development and training locally, virtually and nationally to support you as you build your practice with us.
- Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
- Mentorship and joint-work opportunities.
- A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
- Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Requirements
- Must be a US citizen or permanent resident
- A four year college degree preferred
- Obtain appropriate insurance licensing
Who we are Wealth Strategies is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. With established office locations in Colorado and Utah, our firm has access to a variety of companies and specialists who provide clients with innovative strategies for reaching their financial goals.
Industry
Employment Type
Our Mission: Helping people build, protect, and grow financial strategies that lead to "Wealth Beyond Money"
Please visit our site to learn more about this opportunity: www.wealthsg.com/careers