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Investment Advisor Representative - Remote

Posted Yesterday
Finance / Legal
Full Time
USA

Overview

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies.

In Short

  • Prepare, present, and implement customized retirement plans
  • Assist clients with annuities, life insurance, long-term care, and managed portfolios
  • Provide financial planning advice across investments, insurance, and retirement planning
  • Develop, manage, and maintain strong client relationships
  • Follow established processes and procedures to achieve individual and team goals
  • Participate in public seminars to share financial information or introduce the firm
  • Attend weekly virtual meetings

Requirements

  • Strong communication skills
  • Experience in financial services
  • Ability to work collaboratively with a team
  • Proficiency in financial planning tools
  • Commitment to client satisfaction

Benefits

  • Relocation allowance provided
  • Supportive team environment
  • Opportunities for professional growth
  • Comprehensive benefits package

ThisWay

ThisWay

ThisWay is a leading insurance company based in Austin, TX, dedicated to providing comprehensive insurance solutions while fostering a culture of continuous learning and development. The company emphasizes the importance of capturing and preserving organizational knowledge, particularly within its Claims Training and Development team. ThisWay offers a supportive environment for interns to gain hands-on experience in training and development, contributing to process improvement and best practices in the insurance industry. With a strong commitment to employee well-being, the company provides a range of benefits, including retirement plans, health insurance, and professional development opportunities.

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