Financial Associate

Overview

The ROC Financial, partnered with Experior Financial Group,Inc. is looking for a Financial Associate. A large part of our success is due to our client solutions built with our proprietary Expert 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

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.

(This is not a salary based position)

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...