Financial Services Representative; Remote

With over three years of experience in the financial services industry, we specialize in helping individuals, families, and businesses build strong financial foundations. Our focus is on providing personalized strategies for protection, growth, and long-term stability—always with transparency, integrity, and your goals at the center. We’re committed to simplifying finances and empowering our clients to make confident, informed decisions for their future.

This is a full-time on-site role for a Financial Representative based in Las Vegas, NV. The Financial Representative will assist clients with financial planning, retirement planning, investments, and insurance solutions tailored to meet their unique needs. Daily responsibilities include providing personalized financial advice and strategies, assessing clients' financial goals, offering investment options, and maintaining long-term client relationships to ensure continuous financial growth and well-being.

• Proficiency in Financial Planning and Retirement Planning
• Knowledge of Insurance and Investments
• Strong foundational understanding of Finance
• Effective communication and relationship-building skills
• Ability to analyze financial data and present clear solutions
• Relevant certifications or licenses (e.g., CFP, Series 6, 7, or appropriate state licenses) are a plus
• Experience in client service or a financial advisory role is advantageous