Financial Representative (Remote)

TFA connect

Atlanta Georgia

United States

Financial Services - Banking / Investment / Finance
(No Timezone Provided)

Financial Representative
Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives and dreams.

What you need . . .
· Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners
· Develop knowledge about diversified, balanced, resilient, and risk-free financial strategies and business concepts
· Understand fixed, flexible, and variable investment, protection, and preservation methods that help clients achieve their specific outcomes
· Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
· Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
· Build meaningful and lasting relationships and experiences with clients, business associates, and partners
· Expand business, management, and leadership skills working with clients, team members, and new associates
· Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses

We offer comprehensive training program and ongoing support to help you thrive in your career, whether you are a new advisor or have years of experience.

Job Requirements:
What you will do . . .
· Educate clients and recommend solutions to your clients for their financial needs
· Keep in touch with clients to ensure that they have the right products for their current needs
· Create referral opportunities and build a referral-based practice
· Determine the course for your career in terms of financial objectives

Compensation
· Standard Beginning Annual Compensation $75,000+/yr DOE (performance-based/1099 income)
· Uncapped business development income

Financial Representative (Remote)

TFA connect

Atlanta Georgia

United States

Financial Services - Banking / Investment / Finance

(No Timezone Provided)

Financial Representative
Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative. You will provide financial planning, financial advice, investment management service and guidance to your clients as they pursue their financial objectives and dreams.

What you need . . .
· Acquire baseline licensing to work as an independent financial professional with a strong and reputable brand and world-class industry partners
· Develop knowledge about diversified, balanced, resilient, and risk-free financial strategies and business concepts
· Understand fixed, flexible, and variable investment, protection, and preservation methods that help clients achieve their specific outcomes
· Connect with people to identify goals, educate, advise, plan and design solutions for individuals, families, and businesses
· Illustrate and present plans for retirement, investment, college/savings, and lifetime income generation
· Build meaningful and lasting relationships and experiences with clients, business associates, and partners
· Expand business, management, and leadership skills working with clients, team members, and new associates
· Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses

We offer comprehensive training program and ongoing support to help you thrive in your career, whether you are a new advisor or have years of experience.

Job Requirements:
What you will do . . .
· Educate clients and recommend solutions to your clients for their financial needs
· Keep in touch with clients to ensure that they have the right products for their current needs
· Create referral opportunities and build a referral-based practice
· Determine the course for your career in terms of financial objectives

Compensation
· Standard Beginning Annual Compensation $75,000+/yr DOE (performance-based/1099 income)
· Uncapped business development income