Financial Services Representative

Financial Services Representative helps Financial Advisors increase revenue by providing a disciplined process for the referral and on-going service of lower-revenue clients.

Requirements

• Bachelor's degree required, preferably in business or a related field.
• 2 years of industry experience working with private clients and/or Financial Advisors is preferable.
• FINRA Series 7 and 66.
• Excellent written and verbal communication skills.
• Motivated, positive attitude.
• Able to work well with a variety of personalities.
• Ability to work efficiently and effectively while balancing multiple demands and competing priorities.
• Able to work independently and be a self-starter. Exceptional organizational skills are a must.
• Ability to organize, analyze, and process large amounts of client account data from multiple sources.
• Demonstrated proficiency in Microsoft Access, Excel and Word software.
• Strong interest in Practice Management and client service, and a desire to grow professionally within the firm.

Benefits

• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Discounted personal insurance including home, auto and recreational vehicles
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.