Financial Services Representative
CurrentCore Responsibilities Upon Licensure:- Managing client accounts, executing transactions, and ensuring accurate documentation.- Collaborating with financial advisors and other team members to support client investment strategies and financial planning.- Educating clients on a variety of financial products and services to help them achieve their financial goals.- Maintaining up-to-date knowledge of financial markets, products, and industry regulations.Building and maintaining strong client relationships through personalized service and proactive communication.