Strategic Wealth Specialists ยท 14 hours ago
Financial Representative
Jacksonville, FL
Full-time
Hybrid
New Grad, Entry LevelStrategic Wealth Specialists is seeking self-motivated individuals with an entrepreneurial spirit to join their team as Financial Representatives. The role involves working with individuals and businesses in the community to provide financial products and services that protect assets, help clients understand their financial life, and build wealth for the future.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services
Develop and maintain a base of clients who value your input and guidance
Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will last for years
Qualification
Required
Must be a US citizen or permanent resident
A college degree or experience in the workforce
If you do not already have appropriate licensing, you must be willing to obtain it upon hire
Benefits
Defined Benefit Plan
401(k) with Match and Roth options
Health and dental insurance
Tuition reimbursement
Continuing education opportunities
Company
Strategic Wealth Specialists
Strategic Wealth Specialists is a financial firm.
Founded in 2012
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kelly Woody
Chief Operating Officer SWS, Director of Finance Strategic Wealth Network
Company data provided by crunchbase