Financial Representative

Company: Wealth Strategies Group (NZ)
Location: Fort Collins
Posted on: November 23, 2020

Job Description:

Job Description:

Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? Wealth Strategies, a member of The Guardian Network, is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on longterm results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are... * A selfmotivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. * Desire to help others achieve their goals and dreams through cultivating long-term relationships. * Ambitious, entrepreneurial, and looking for career growth and development. What you'll be doing... * 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 lasts for years. What we provide... * Development and training--locally, virtually and nationally--to support you as you build your practice * Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. * Mentorship and joint-work opportunities. * A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. * Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. 2020-106787 (Exp. 8/22) 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, Other , Fort Collins, Colorado