Stock Broker

We are one of the top 10 financial companies nationwide

We
are looking to hire an experienced and detailoriented financial
services representative to persuade clients to purchase our financial
products and services.

Please only apply if you are a LICENSED Stockbroker SERIE 7

Tasks

Responsibilities:

• Scheduling meetings with clients to discuss their financial needs and goals.
• Collecting pertinent client information to provide investment options that align with clients financial situations.
• Monitoring market conditions to determine how various changes may impact taxes and client investments.
• Developing and sustaining longterm relationships with clients to encourage repeat business and client referrals.
• Interacting with potential clients to inform them of the various financial products and services on offer.
• Suggesting viable solutions to improve clients financial statuses.
• Developing indepth knowledge of our financial products to advise clients accordingly.
• Conduct financial analysis and research to identify investment opportunities
  Provide investment advice and recommendations to clients based on their financial goals and risk tolerance
  Execute trades on behalf of clients and monitor market trends
  Manage client portfolios and ensure compliance with securities laws and regulations
  Stay uptodate with financial concepts trends and industry developments
  Build and maintain strong relationships with clients to understand their investment needs and objectives
  Collaborate with other professionals such as financial planners and
  tax advisors to provide comprehensive financial solutions

Requirements

Skills:
Strong knowledge of securities law and regulations
Proficiency in financial analysis and asset management
Excellent financial acumen and ability to interpret complex financial data
Strong mathematical skills for analyzing investment performance and risk
Familiarity with financial services software such as Bloomberg for conducting research and analysis
Ability to effectively communicate complex financial concepts to clients in a clear and concise manner.

Financial Services Representative Requirements:

SALES FINANCIAL INVESMENT experience

• Excellent analytical organizational and problemsolving skills.
• Effective communication skills.
• Exceptional customer service skills.

If you see yourself developing a career in which you have the power to decide how far you go this is a great opportunity THERE ARE NO LIMITS!!!

And if you are one of those who already know what we are talking about just CONTACT US!!!