Job Overview: Join our team as a Financial Services Specialist in Fairfield, California. We are looking for a dedicated individual to assist clients with their financial needs and provide expert advice on investment options.

Job Details: As a Financial Services Specialist, you will be responsible for meeting with clients to assess their financial goals, recommending appropriate investment strategies, and assisting with account management.

Responsibilities:

• Educate clients on various financial products and services
• Analyze clients' financial situations and provide personalized recommendations
• Monitor market trends and recommend adjustments to clients' portfolios
• Assist clients with account openings, transfers, and other administrative tasks
• Build long-term relationships with clients and provide ongoing support

Requirements:

• Bachelor's degree in Finance or related field
• Series 7 and Series 63 licenses
• Excellent communication and presentation skills
• Strong analytical and problem-solving abilities

Benefits:

• Competitive salary and bonus potential
• Health insurance and retirement benefits
• Opportunities for career advancement

Other Details: This is a great opportunity to join a dynamic team in the financial services industry. Fairfield, California offers a vibrant financial sector with ample growth opportunities for professionals in this field.

We encourage passionate individuals with a strong interest in finance to apply and take the next step in their career with us. Join our team in Fairfield, California and make a difference in the financial well-being of our clients.