Financial Services Representative
$100,000–$100,000 year
On-siteBismarck, North Dakota, United States
Job Summary
Participate in educational meetings and seminars to research client risk tolerance and financial objectives before offering sound financial advice. Deliver investment advisory services through Eagle Strategies LLC and utilize prospecting and technical assistance to develop a clientele. Work jointly with established agents and managers within a comprehensive three-year training program supported by marketing resources. Maintain strong principles of honesty and integrity while communicating complex concepts to clients striving to establish strong financial foundations.
Required Qualifications
- Candidates need to be able to communicate complicated concepts
- Candidates need to maintain strong principles such as honesty and integrity
- Must be a competitive person
Desired Qualifications
- Life and Health license preferred
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