Finance & Investment Sales

About us :

CPA Financial Group, LLC is an affiliate of St. Clair CPA Solutions specializing in insurance, investments, and retirement services.  Understanding our clients’ needs and providing customized investment strategies is necessary for our continued growth.

Description :

Our Financial Advisors are looking for a Sales Representative to be responsible for meeting with current and prospective clients, analyzing clients’ information, and recommending products and services to meet their financial goals.  This position is full time, exempt and located in Merchantville, NJ.

Requirements:

• Bachelor degree in Finance or Marketing.
• At least one year experience in Financial Services or Sales.
• FINRA Series 7 or Series 6 licensed preferred.
• Ability to communicate effectively.
• Willing to provide a flexible schedule, including some evening hours.
• Confidence with networking and maintaining client relationships

We are an equal opportunity employer.
We are accepting direct hire candidates only; no staffing firms please.

Resumes should be sent to my email: [Click Here to Email Your Resumé].  Please make all of my contact private except email.

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