FINANCIAL ASSOCIATE - USA
ROLE
Experior Financial Group,Inc. is looking for a Financial Associate in the USA.
A large part of our success is due to our client solutions built with our proprietary Experior
Financial Analysis software (EFA). It provides our clients with a simple easy to follow
financial program offered exclusively through Experior Associates to help clients reach their
financial needs and goals for retirement and more.
Experior has extensive experience in dealing with a wide range of clients. Thus, we
understand that every client is different and we design customized financial approaches
fitting to our clients needs. Our team of licensed associates work diligently to ensure that
client accounts are constantly updated, processed, and analyzed.
Financial Associates with Experior Financial Group, Inc. are trained to ensure compliance
with finance regulations and company policies.
POSITION SUMMARY
As an associate at Experior Financial Group, Inc., you'll be an integral member of a team that
helps clients reach their financial goals. You'll need to be professional and friendly when
providing services as you assemble a plan that works for your clients. You'll offer your clients
high-quality expert advice. You'll own your book of business from day one and work towards
reaching promotions based on personal production while building a team.
RESPONSIBILITIES
+ Provide clients with a consultation to determine their current financial situation,
including following through on client requests, anticipating client needs, and
providing end-to-end guidance;
+ Based on their individualized needs analysis, the financial associate prepares
recommendations for customized financial solutions to current and potential
customers;
+ Help clients identify risk and manage it appropriately, by understanding the latest
developments in the financial world and sharing with clients information that can
help them make informed decisions;
+ Complies with all the company's risk and regulatory standards, policies, and
controls;
REQUIRED SKILLS
+ You have the ability to think creatively and solve problems in a fast-paced
environment.
+ You have excellent problem-solving and analytical skills, including the ability to
make sound judgments based on available data and information.
+ You establish relationships with new and existing clients, gaining insights into their
unique needs through conversations, establishing trusting rapport that leads to
long-term business partnerships.
+ You must have integrity.
+ You are caring, reliable, and have a servant attitude.
+ You are a listener and an effective communicator.
+ You are both generous and humble.
+ You are ambitious with the qualities of a teacher.
+ You are dedicated and passionate.
+ You are a visionary and a mover.
+ You possess a positive outlook and are relatable.
+ You maintain a clean and professional appearance.
+ You have reliable transportation.
+ You are looking for a fresh start with a company that makes a REAL difference.
+ Our associates need to be self-directed, hardworking individuals.
+ You are a quick learner, wanting to provide the absolute best to your clients and
can go to them for the most personalized and convenient service.
(This is not a salary based position)
Visit usa.experiorfinancial.com/careers/ to get in touch with us and find out more!
Must have reliable transportation, integrity, problem-solving and communication skills; ability to work independently and build client relationships; compliance with financial regulations.
Key Responsibilities
- consulting with clients
- analyzing financial needs
- building client relationships
Skills & Tools
Experior Financial Analysis (EFA)
Job Details
- Category: Sales
- Seniority: No Prior Experience Required
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
About Experior Financial Group
A financial services company providing customized financial solutions and retirement planning through licensed associates. — Industry: Finance