Licensed Financial Services Representative - Remote - WFH -

Are you passionate about helping others achieve financial security and success? Join a dynamic and supportive team in Costa Mesa, California, where you can put your financial expertise to work while enjoying the flexibility of a hybrid remote work environment. As a Licensed Financial Services Representative, you'll play a vital role in providing tailored financial advice and supporting clients through various life stages with personalized attention and care.

This is an exciting opportunity to contribute to the financial well-being of individuals and families, while collaborating with a team that values your skills, ambition, and growth. If you're looking for a rewarding role that offers opportunities for advancement and personal impact, we encourage you to apply.

Benefits

Competitive Salary with Commission and Bonus Opportunities
Paid Time Off (PTO)
Flexible Work Schedule
Health, Dental, and Vision Insurance
Life Insurance
Hands-on Training and Development
Career Growth Opportunities
Retirement Plan
Quarterly and Annual Bonus Opportunities
Paid Holidays
Disability Insurance
Responsibilities

Customer Engagement: Connect with clients to understand their financial goals and provide personalized recommendations on a variety of financial products.
Portfolio Management: Develop and manage tailored financial plans to help clients achieve their long-term financial objectives.
Product Recommendations: Suggest the right insurance and investment products based on individual client needs.
Compliance: Ensure all communications and transactions meet regulatory and company standards.
Continuous Learning: Stay up to date with market trends, financial regulations, and new product offerings to deliver the best possible advice to clients.
Relationship Building: Build and maintain strong, long-lasting relationships with clients through regular check-ins and excellent service.
Team Collaboration: Work closely with your team to deliver seamless service and share knowledge and best practices for continuous improvement.
Requirements

Licensing: Active FINRA Series 6, 63, and 65 or 7 or ChFC licenses are required.
Education: A Bachelor's degree in finance, business administration, or a related field is preferred.
Experience: Proven experience in a financial advisory or similar role.
Analytical Skills: Strong ability to analyze financial data and provide comprehensive insights.
Communication Skills: Excellent verbal and written communication skills to explain complex financial concepts clearly.
Client-Focused: A strong dedication to understanding client needs and delivering tailored solutions.
Adaptability: Comfort working in a hybrid remote environment.
Teamwork: A collaborative mindset, proactive attitude, and a willingness to contribute to the success of the team.
Regulatory Knowledge: Understanding of financial regulations and compliance standards.
If you're excited about helping clients achieve their financial goals and thrive in a supportive, growth-oriented environment, we encourage you to apply for this fulfilling opportunity!
Employment Type: Full-Time
Salary: $ 50,000.00 75,000.00 Per Year