Financial Services Representative - Wealth Advisor

Financial Services Representative- Wealth Advisor

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.

• Compensation: 60,000 - $75,000+ commissions. 


• Vacation


• Benefits

What you’re responsible for:

• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.

• Engaging with pro...