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Financial Services Representative

Employer
Greater Midwest Financial Group
Location
Saint Paul
Salary
Competitive

View more

Financial Services Representative

Greater Midwest Financial Group, a growing wealth management firm, is seeking a Financial Services Representative to assist us in our mission of helping clients achieve their financial goals. Greater Midwest Financial Group strives to provide comprehensive, insightful, and useful advice that makes a difference in our client's lives. We take pride in providing the highest level of financial planning service to our clients. The Financial Services Representative plays a pivotal role in preparing the advisors for client meetings.

Description

The Financial Services Representative will provide planning, client service and case development support to two experienced Financial Planners.

Responsibilities & Activities

?? Client Service Support

?? Assists in research

?? Analyzes cash flow, budgets, investments, assets and investment allocation summaries

?? Prepares case material for advisors

?? Participates in required meetings, training, and continuing education requirements

?? Assists the Firm's Financial Planners as requested

?? Performs other duties as assigned

Industry Experience Requirements

?? A degree in management, finance, financial planning, economics, or business

?? Active Series 7 license preferred - can be obtained during employment

?? Life, Health license preferred - can be obtained during employment

?? Demonstrated industry experience with direct client contact a plus

Knowledge, Skills, & Abilities

?? Excellent written and interpersonal communication skills

?? Positive attitude and ability to work independently

?? Outstanding organizational and time management skills

?? Proficiency with Microsoft Office

This is your chance to play a key role in the continued success of our company. Our culture is fast-paced and focused on improving our client's lives. For more information about our company, please visit our website .

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We offer a competitive salary and benefits package with long-term growth opportunity. If you're interested in this opportunity, please send your resume, salary requirements and letter of interest.

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