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Financial Representative

Company: Wealth Strategies Group (NZ)
Location: Fort Collins
Posted on: August 30, 2020

Job Description:

Job Description:

We are seeking a professional with the desire to determine their own destiny, be in control of their business, thrives on being challenged, and enjoys building relationships with the people around them. It is the entrepreneur's self-motivation which drives them to be successful. They enjoy working for themselves and reaping the financial rewards associated with success. The position offers unlimited growth potential and residual income in the financial industry. Here's what to expect: * Enjoy working for yourself but not by yourself: must have an entrepreneurial ethos to thrive. * Establishing client relationships to review and understand their goals and concerns. * In depth financial and content analysis to create a plan with appropriate strategies, products and services. * Utilizing proprietary software and technology as an added value process, "The Living Balance Sheet". * 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 and our philosophies. Company Description Wealth Strategies is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. With established office locations all throughout Colorado our firm has access to excellent companies and specialists who provide clients with innovative strategies for reaching their financial goals. Wealth Strategies has been in Colorado for 44 years, serving 15,000+ clients with $874MM Assets Under Administration. Financial Security and preparing for the future are issues that are always top of mind, not just today, but since Wealth Strategies was founded. Through the good and the bad, our guidance has stood the test of time. We are still working hard every day to provide answers, create solutions and help make tough decisions, so you are prepared for any situation. Our culture is driven by our values. Trust Wealth Strategies, so you can have a good life, for the rest of your life.

Keywords: Wealth Strategies Group (NZ), Fort Collins , Financial Representative, Accounting, Auditing , Fort Collins, Colorado

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