Financial Services Representative Job Description

financial services representative job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Financial Services Representative Job Description

A financial services representative, or “financial advisor,” is someone who assists individuals with investing their money.

Financial advisors help people make educational decisions, as well as help them make prudent financial decisions.

Financial advisors have to be licensed or certified before they can offer financial advice, and their licenses or certifications may be restricted to certain types of advice, such as investments or taxes.

Financial advisors may also need to be registered with a securities regulator.

Job Brief:

We are looking for a Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for providing support to our clients in the areas of financial planning, investment management, and retirement planning. You will also be responsible for providing educational materials and presentations to our clients on a variety of financial topics. If you are a self-motivated individual with a strong interest in the financial industry, then we would like to hear from you.

Financial Services Representative Duties:

  • Assist clients in financial matters and issues by providing and coordinating information and advice
  • Conduct research on financial products and markets, analyze financial issues, and assess credit risk
  • Interact with clients to identify, understand, and respond to their financial needs
  • Conduct thorough research to maintain updated knowledge of product and market developments
  • Ensuring that clients are satisfied with service

Financial Services Representative Responsibilities:

  • Maintain a positive image for the dealership by establishing and maintaining customer relationships
  • Build profitable customer relationships by ensuring the satisfaction of existing customers, developing referrals, and meeting/exceeding sales goals
  • Develop, maintain, and continually improve business relationships with bankers, loan officers, and credit analysts
  • Communicate with customers to assist them in ascertaining and securing financing, and advising them on the benefits of various financial programs
  • Research, identify, and present relevant loan programs to new and existing customers
  • Complete all loan documentation, including credit analysis, loan applications and processing
  • Monitor cash flow and credit performance of customers

Requirements And Skills:

  • Bachelor’s degree required, MBA preferred; financial services experience preferred
  • Excellent interpersonal and communication skills
  • Strong analytical and problem-solving skills
  • Ability to forecast cash flows
  • Strong written and verbal communication abilities
  • Ability to work independently and with teams
  • Experience with operations

Our company is committed to being an Equal Opportunity Employer, and we encourage applications from all people regardless of race, religion, national origin, gender, sexual orientation, gender identity, gender expression, or age. We value diversity in our workplace, and we are committed to building an inclusive team.

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