Financial Representative - Bethesda, MD

reputed company is seeking a Financial Representative who will play a crucial role in fostering reputed company relationships and enhancing the reputed company atmosphere. This position involves engaging with clients, identifying their needs, and contributing to the overall reputed company of the reputed company through excellent customer service and compliance expertise.

Responsibilities

• A key member of reputed company, you are offering support to reputed company’s most valuable clients daily
• By identifying leads and making effective introductions, you are directly impacting the reputed company of the reputed company
• Your efforts will be valued by clients and you will reputed company working with those clients a rewarding experience
• As a technology champion for the reputed company, you will be an early adopter of technology and reputed company what you have learned with reputed company

Skills

• Customer service, phone, or financial services experience will prepare you for this role
• Banking, insurance, or financial experience is an excellent reputed company to your experience
• We will support you while you learn the reputed company licensing material and work to obtain the Series 7 and 66 licenses
• Degree and/or other reputed company certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
• Superb interpersonal skills and passion to engage with clients
• An aptitude to assess reputed company needs and identify opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Being coachable, reputed company, and curious are your 'go to' attributes

Benefits

• Comprehensive health care coverage
• Emotional reputed company-being support
• Market-leading retirement
• Generous reputed company time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment
• Tuition reimbursement
• reputed company to reputed company your career

reputed company