Financial Representative
Company: Wealth Strategies Group (NZ)
Location: Denver
Posted on: January 15, 2021
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Job Description:
Job DescriptionWe are seeking a professional with the desire to
determine their own destiny, be in control of their business,
thrives on being challenged, and enjoys building relationships with
the people around them. It is the entrepreneur's self-motivation
which drives them to be successful. They enjoy working for
themselves and reaping the financial rewards associated with
success. The position offers unlimited growth potential and
residual income in the financial industry. Here's what to expect: *
Enjoy working for yourself but not by yourself: must have an
entrepreneurial ethos to thrive. * Establishing client
relationships to review and understand their goals and concerns. *
In depth financial and content analysis to create a plan with
appropriate strategies, products and services. * Utilizing
proprietary software and technology as an added value process, "The
Living Balance Sheet--". * Develop and maintain a base of clients
who value your input and guidance. * Work with clients to keep
their financial plans current and aligned with their goals and our
philosophies. Company Description Wealth Strategies is a
comprehensive financial services firm committed to helping
individuals and businesses achieve and sustain long-term success.
With established office locations all throughout Colorado our firm
has access to excellent companies and specialists who provide
clients with innovative strategies for reaching their financial
goals. Wealth Strategies has been in Colorado for 44 years, serving
15,000+ clients with $874MM Assets Under Administration. Financial
Security and preparing for the future are issues that are always
top of mind, not just today, but since Wealth Strategies was
founded. Through the good and the bad, our guidance has stood the
test of time. We are still working hard every day to provide
answers, create solutions and help make tough decisions, so you are
prepared for any situation. Our culture is driven by our values.
Trust Wealth Strategies, so you can have a good life, for the rest
of your life.
Keywords: Wealth Strategies Group (NZ), Denver , Financial Representative, Accounting, Auditing , Denver, Colorado
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