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Financial Associate

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Synergy Financial

2021-12-03 08:50:24

Job location Los Angeles, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Financial firm expanding in the LA area currently seeking Financial Associates FT or PT.

We are a team of professionals who believe that helping others achieve success is our own success.

We offer full training on our financial programs and leadership skills.

3k-6k monthly (Entry level, promotions available)

*****Disclaimer: This is not a regular 9 to 5 job******

*****1099******

Responsibilities:

-Perform financial analysis and determine the status of each client to match them with the best path for their needs

-Educate clients financially to help them make better decisions

-Prepare and conduct a business plan

-Follow up daily on your designated accounts

-Prospect and advice clients

Qualifications

-Experience in financial industry or management preferred, but not necessary

-Leadership skills

-Excellent communication skills

-Goal oriented

-Critical thinking

-Eager to learn and grow professionally

-Bilingual (Spanish/English) preferred, but not necessary

Job Types: Full-time, Part-time

Pay: $40,000.00 - $67,000.00 per year

Experience:

  • Leadership: 1 year (Preferred)

Education:

  • High school or equivalent (Preferred)

Location:

  • Los Angeles, CA 90036 (Preferred)

Language:

  • English (Required)
  • Spanish (Preferred)

Additional Compensation:

  • Commission
  • Bonuses
  • Other forms

Hours per week:

  • 30-39
  • 20-29
  • 10-19

Inform a friend!

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