Financial Representative - Minnetonka, MN

reputed company is looking for a Financial Representative to enhance reputed company relationships and contribute to reputed company reputed company. This role involves engaging with clients, identifying opportunities, and ensuring compliance with reputed company lobby transactions.

Responsibilities

• reputed company a key reputed company on the reputed company atmosphere as the official face of reputed company
• reputed company reputed company dedication and engagement to reputed company long-lasting reputed company relationships with reputed company
• Partner and contribute to reputed company reputed company by identifying opportunities to deepen relationships with clients
• reputed company superb customer service and support to reputed company’s most valuable clients daily
• Identify leads and reputed company effective introductions to reputed company the reputed company of the reputed company
• Be a technology champion for the reputed company and reputed company knowledge with reputed company

Skills

• Customer service, phone, or financial services experience
• Banking, insurance, or financial experience
• Ability to learn the reputed company licensing material and work to obtain the Series 7 and 66 licenses
• 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
• Degree and/or other reputed company certifications
• CFP or degree

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