Financial Representative

Titan Professional Resources

Financial Representative Oklahoma City, OK

We are seeking a diligent and results-driven Financial Representative to join our dynamic team. As a Financial Representative, you will be the primary point of contact for clients seeking financial guidance, assistance with financial planning, and investment advice. You will play a crucial role in helping individuals and businesses manage their finances, achieve their financial goals, and secure their financial future.


  1. **Client Consultation and Financial Analysis:**

   – Conduct thorough financial assessments of clients’ current financial situations, including income, assets, investments, debts, and expenses.

   – Analyze clients’ financial objectives, risk tolerance, and time horizon to develop personalized financial strategies.

   – Provide comprehensive financial planning advice based on clients’ goals and needs.

  1. **Financial Planning and Investment Management:**

   – Develop and present financial plans that include investment strategies, retirement planning, estate planning, and insurance coverage.

   – Implement investment recommendations and manage clients’ investment portfolios in line with their risk profiles and financial objectives.

   – Monitor and review clients’ financial plans and portfolios regularly to ensure alignment with their changing circumstances and market conditions.

  1. **Client Relationship Management:**

   – Build and maintain strong, long-lasting relationships with clients through regular communication and exceptional service.

   – Act as a trusted advisor, offering guidance on financial decisions and adjustments as needed.

   – Address clients’ inquiries and concerns promptly and professionally.

  1. **Compliance and Regulatory Adherence:**

   – Ensure all client interactions and transactions comply with regulatory requirements and company policies.

   – Maintain up-to-date knowledge of industry regulations, trends, and best practices.

  1. **Business Development:**

   – Identify opportunities for business growth through client referrals and networking within the community.

   – Participate in marketing activities and events to promote financial services and expand client base.


– Bachelor’s degree in Finance, Business Administration, Economics, or related field (Master’s degree preferred).

– Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar professional designation preferred.

– Proven experience as a Financial Advisor, Financial Consultant, or similar role in the financial services industry.

– Strong knowledge of investment products, financial planning strategies, and retirement planning.

– Excellent interpersonal and communication skills with the ability to explain complex financial concepts clearly and concisely.

– Solid understanding of regulatory requirements and ethical standards.

– Proficiency in financial planning software and Microsoft Office Suite.

Join our team and make a difference in the lives of our clients by helping them achieve financial security and prosperity. Apply today to embark on a rewarding career as a Financial Representative with us!

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