Financial Representative
You want flexibility. You want fulfillment. You want to be here.
A career as a Financial Representative with Forsythe Findley Wealth Advisors allows you to make a meaningful impact and have very strong earnings potential and work-life balance.
In this role, you’ll be helping people protect themselves and their loved ones, by providing recommended strategies and products that help protect their financial futures and help them achieve their dreams.
You are…
- A self‐motivated individual with a confident personality, high integrity, and a strong desire to succeed.
- Passionate about making a positive and significant different in people’s lives.
- Ambitious, entrepreneurial, and looking for career growth and development.
What you’ll be doing…
- Working with clients to understand their goals, concerns, and current financial information. Analyzing information to create strategies with appropriate products and services.
- Developing and maintaining a base of clients who value your input and guidance.
- Working with clients to keep their financial strategies current and aligned with their goals.
What we provide…
- Development and training – We offer local, virtual, and national training programs to equip you with the knowledge and information to build your practice effectively.
- Tools and resources to assist you in marketing your practice and expanding your client base, software platforms, and guidance on effective communication strategies.
- Mentorship programs to guide and support you and collaborating with other financial representatives fostering a collaborative environment.
- A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
Requirements
- Must be a US citizen or permanent resident
- A four‐year college degree
- Obtain appropriate insurance licensing
Who we are…
Forsythe Findley Wealth Advisors is a member of The Guardian Network. We are uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth.
Visit our website at ForsytheFindley.com and navigate to Careers for the additional information.